Dixon Hughes Goodman Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$153K Buy
2,005
+1
+0% +$75 0.04% 194
2021
Q4
$168K Buy
+2,004
New +$161K 0.05% 160

Other funds holding IVW

Dixon Hughes Goodman Wealth Advisors's IVW Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 0.05% in Q1 2022, buying an estimated $75 and bringing the position to 2,005 shares worth $153K. The position accounts for 0.04% of the portfolio, ranked #194.

Dixon Hughes Goodman Wealth Advisors first reported a position in IVW in Q4 2021 and has held it in 2 quarters since. The position peaked at $168K in Q4 2021. 1,298 funds tracked by Wall St. Rank hold IVW as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 2,005 shares of iShares S&P 500 Growth ETF worth $153K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 1 iShares S&P 500 Growth ETF share in Q1 2022, an estimated $75.
  • iShares S&P 500 Growth ETF made up 0.04% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #194 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $168K in Q4 2021.
  • 1,298 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.