Domani Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Domani Wealth’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$2.19M	Buy	34,255 +160	+0.5%	+$9.78K	0.51%	30
2022 Q4	$2M	Buy	34,095 +9,580	+39%	+$575K	0.5%	30
2022 Q3	$1.42M	Hold	24,515	–	–	0.42%	31
2022 Q2	$1.48M	Hold	24,515	–	–	0.4%	31
2022 Q1	$1.87M	Hold	24,515	–	–	0.41%	34
2021 Q4	$2.05M	Hold	24,515	–	–	0.4%	33
2021 Q3	$1.81M	Sell	24,515 -116	-0.5%	-$8.84K	0.38%	35
2021 Q2	$1.79M	Sell	24,631 -1,300	-5%	-$90K	0.36%	35
2021 Q1	$1.69M	Buy	25,931 +3,995	+18%	+$258K	0.33%	34
2020 Q4	$1.4M	Buy	21,936 +1,576	+8%	+$95.6K	0.28%	35
2020 Q3	$1.18M	Hold	20,360	–	–	0.26%	41
2020 Q2	$1.06M	Sell	20,360 -14,264	-41%	-$684K	0.25%	43
2020 Q1	$1.43M	Buy	+34,624	New	+$1.64M	0.38%	35

Other funds holding IVW

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Domani Wealth's IVW Position: Q1 2023 in Review

Domani Wealth increased its iShares S&P 500 Growth ETF (IVW) stake by 0.47% in Q1 2023, buying an estimated $9.78K and bringing the position to 34,255 shares worth $2.19M. The position accounts for 0.51% of the portfolio, ranked #30.

Domani Wealth first reported a position in IVW in Q1 2020 and has held it in 13 quarters since. 1,258 funds tracked by Wall St. Rank hold IVW as of Q1 2023.

Domani Wealth held 34,255 shares of iShares S&P 500 Growth ETF worth $2.19M as of Q1 2023.
Domani Wealth bought 160 iShares S&P 500 Growth ETF shares in Q1 2023, an estimated $9.78K.
iShares S&P 500 Growth ETF made up 0.51% of Domani Wealth's portfolio in Q1 2023, its #30 holding.
Domani Wealth first reported a position in iShares S&P 500 Growth ETF in Q1 2020 and has held it in 13 quarters since.
1,258 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2023.

Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.