Echo45 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
2023
Q2
Sell
-5,496
Closed -$351K 50
2023
Q1
$351K Sell
5,496
-278
-5% -$17K 0.29% 26
2022
Q4
$338K Buy
+5,774
New +$347K 0.3% 31

Other funds holding IVW

Echo45 Advisors's IVW Position: Q2 2023 in Review

Echo45 Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2023, closing a stake of 5,496 shares — an estimated $351K sold.

Echo45 Advisors first reported a position in IVW in Q4 2022 and held it in 2 quarters. The position peaked at $351K in Q1 2023. 1,341 funds tracked by Wall St. Rank hold IVW as of Q2 2023.

  • Echo45 Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Echo45 Advisors sold 5,496 iShares S&P 500 Growth ETF shares in Q2 2023, an estimated $351K.
  • Echo45 Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and held it in 2 quarters.
  • Echo45 Advisors's iShares S&P 500 Growth ETF position peaked at $351K in Q1 2023.
  • 1,341 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2023.

Based on Echo45 Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.