Gamble Jones Investment Counsel’s iShares S&P 500 Growth ETF IVW Stock Holding History

Gamble Jones Investment Counsel’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 Q4	$232K	Hold	3,972	–	–	0.02%	179
2022 Q3	$230K	Hold	3,972	–	–	0.02%	177
2022 Q2	$240K	Hold	3,972	–	–	0.02%	182
2022 Q1	$303K	Hold	3,972	–	–	0.02%	181
2021 Q4	$332K	Hold	3,972	–	–	0.02%	181
2021 Q3	$294K	Hold	3,972	–	–	0.02%	186
2021 Q2	$289K	Hold	3,972	–	–	0.02%	188
2021 Q1	$259K	Hold	3,972	–	–	0.02%	193
2020 Q4	$253K	Hold	3,972	–	–	0.02%	191
2020 Q3	$229K	Hold	3,972	–	–	0.02%	191
2020 Q2	$206K	Buy	+3,972	New	+$190K	0.02%	189

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Gamble Jones Investment Counsel's IVW Position: Q4 2022 in Review

Gamble Jones Investment Counsel held its iShares S&P 500 Growth ETF (IVW) position steady in Q4 2022 at 3,972 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #179.

Gamble Jones Investment Counsel first reported a position in IVW in Q2 2020 and has held it in 11 quarters since. The position peaked at $332K in Q4 2021. 1,261 funds tracked by Wall St. Rank hold IVW as of Q4 2022.

Gamble Jones Investment Counsel held 3,972 shares of iShares S&P 500 Growth ETF worth $232K as of Q4 2022.
Gamble Jones Investment Counsel left its iShares S&P 500 Growth ETF share count unchanged in Q4 2022.
iShares S&P 500 Growth ETF made up 0.02% of Gamble Jones Investment Counsel's portfolio in Q4 2022, its #179 holding.
Gamble Jones Investment Counsel first reported a position in iShares S&P 500 Growth ETF in Q2 2020 and has held it in 11 quarters since.
Gamble Jones Investment Counsel's iShares S&P 500 Growth ETF position peaked at $332K in Q4 2021.
1,261 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2022.

Based on Gamble Jones Investment Counsel's 13F filing for Q4 2022, filed 8 Feb 2023.