FourThought Financial’s iShares S&P 500 Growth ETF IVW Stock Holding History

FourThought Financial’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 Q3	$56K	Buy	960 +300	+45%	+$19.5K	0.01%	570
2022 Q2	$40K	Hold	660	–	–	0.01%	672
2022 Q1	$50K	Hold	660	–	–	0.01%	661
2021 Q4	$55K	Sell	660 -300	-31%	-$24.2K	0.01%	634
2021 Q3	$70K	Sell	960 -141	-13%	-$10.7K	0.01%	588
2021 Q2	$80K	Sell	1,101 -11	-1%	-$761	0.01%	562
2021 Q1	$72K	Hold	1,112	–	–	0.01%	583
2020 Q4	$70K	Buy	+1,112	New	+$67.4K	0.01%	573

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

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

FourThought Financial's IVW Position: Q3 2022 in Review

FourThought Financial increased its iShares S&P 500 Growth ETF (IVW) stake by 45% in Q3 2022, buying an estimated $19.5K and bringing the position to 960 shares worth $56K. The position accounts for 0.01% of the portfolio, ranked #570.

FourThought Financial first reported a position in IVW in Q4 2020 and has held it in 8 quarters since. The position peaked at $80K in Q2 2021. 1,193 funds tracked by Wall St. Rank hold IVW as of Q3 2022.

FourThought Financial held 960 shares of iShares S&P 500 Growth ETF worth $56K as of Q3 2022.
FourThought Financial bought 300 iShares S&P 500 Growth ETF shares in Q3 2022, an estimated $19.5K.
iShares S&P 500 Growth ETF made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #570 holding.
FourThought Financial first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's iShares S&P 500 Growth ETF position peaked at $80K in Q2 2021.
1,193 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.