Edgewood Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Edgewood Management’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 Q2	–	Sell	-42,953	Closed	-$3.28M	–	81
2022 Q1	$3.28M	Buy	+42,953	New	+$3.23M	0.01%	39
2017 Q1	–	Sell	-7,020	Closed	-$214K	–	82
2016 Q4	$214K	Buy	+7,020	New	+$212K	﹤0.01%	81

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

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

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

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

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

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

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

Edgewood Management's IVW Position: Q2 2022 in Review

Edgewood Management sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2022, closing a stake of 42,953 shares — an estimated $3.28M sold.

Edgewood Management first reported a position in IVW in Q4 2016 and held it in 2 quarters. The position peaked at $3.28M in Q1 2022. 1,208 funds tracked by Wall St. Rank hold IVW as of Q2 2022.

Edgewood Management reported no remaining iShares S&P 500 Growth ETF position as of Q2 2022 after selling out during the quarter.
Edgewood Management sold 42,953 iShares S&P 500 Growth ETF shares in Q2 2022, an estimated $3.28M.
Edgewood Management first reported a position in iShares S&P 500 Growth ETF in Q4 2016 and held it in 2 quarters.
Edgewood Management's iShares S&P 500 Growth ETF position peaked at $3.28M in Q1 2022.
1,208 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2022.

Based on Edgewood Management's 13F filing for Q2 2022, filed 12 Aug 2022.