Douglass Winthrop Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Douglass Winthrop Advisors’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
2022 Q1	–	Sell	-3,757	Closed	-$314K	–	274
2021 Q4	$314K	Sell	3,757 -798	-18%	-$64.3K	0.01%	234
2021 Q3	$337K	Buy	+4,555	New	+$347K	0.01%	228

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Douglass Winthrop Advisors's IVW Position: Q1 2022 in Review

Douglass Winthrop Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2022, closing a stake of 3,757 shares — an estimated $314K sold.

Douglass Winthrop Advisors first reported a position in IVW in Q3 2021 and held it in 2 quarters. The position peaked at $337K in Q3 2021. 1,298 funds tracked by Wall St. Rank hold IVW as of Q1 2022.

Douglass Winthrop Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q1 2022 after selling out during the quarter.
Douglass Winthrop Advisors sold 3,757 iShares S&P 500 Growth ETF shares in Q1 2022, an estimated $314K.
Douglass Winthrop Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2021 and held it in 2 quarters.
Douglass Winthrop Advisors's iShares S&P 500 Growth ETF position peaked at $337K in Q3 2021.
1,298 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2022.

Based on Douglass Winthrop Advisors's 13F filing for Q1 2022, filed 16 May 2022.