First Community Trust’s iShares S&P 500 Growth ETF IVW Stock Holding History

First Community Trust’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	–	Sell	-370	Closed	-$22K	–	300
2022 Q4	$22K	Hold	370	–	–	0.03%	203
2022 Q3	$21K	Hold	370	–	–	0.03%	185
2022 Q2	$22K	Hold	370	–	–	0.03%	216
2022 Q1	$28K	Sell	370 -30	-8%	-$2.25K	0.03%	221
2021 Q4	$33.5K	Buy	+400	New	+$32.2K	0.03%	213

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

First Community Trust's IVW Position: Q1 2023 in Review

First Community Trust sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2023, closing a stake of 370 shares — an estimated $22K sold.

First Community Trust first reported a position in IVW in Q4 2021 and held it in 5 quarters. The position peaked at $33.5K in Q4 2021. 1,258 funds tracked by Wall St. Rank hold IVW as of Q1 2023.

First Community Trust reported no remaining iShares S&P 500 Growth ETF position as of Q1 2023 after selling out during the quarter.
First Community Trust sold 370 iShares S&P 500 Growth ETF shares in Q1 2023, an estimated $22K.
First Community Trust first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and held it in 5 quarters.
First Community Trust's iShares S&P 500 Growth ETF position peaked at $33.5K in Q4 2021.
1,258 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2023.

Based on First Community Trust's 13F filing for Q1 2023, filed 6 Apr 2023.