Glovista Investments’s iShares S&P 500 Growth ETF IVW Stock Holding History

Glovista Investments’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	-4,451	Closed	-$260K	–	48
2022 Q4	$260K	Buy	+4,451	New	+$267K	0.13%	44
2022 Q2	–	Sell	-91,050	Closed	-$6.95M	–	53
2022 Q1	$6.95M	Buy	+91,050	New	+$6.84M	2.07%	14
2018 Q2	–	Sell	-453,492	Closed	-$17.6M	–	113
2018 Q1	$17.6M	Buy	+453,492	New	+$18.1M	3.89%	12

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

Glovista Investments's IVW Position: Q1 2023 in Review

Glovista Investments sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2023, closing a stake of 4,451 shares — an estimated $260K sold.

Glovista Investments first reported a position in IVW in Q1 2018 and held it in 3 quarters. The position peaked at $17.6M in Q1 2018. 1,258 funds tracked by Wall St. Rank hold IVW as of Q1 2023.

Glovista Investments reported no remaining iShares S&P 500 Growth ETF position as of Q1 2023 after selling out during the quarter.
Glovista Investments sold 4,451 iShares S&P 500 Growth ETF shares in Q1 2023, an estimated $260K.
Glovista Investments first reported a position in iShares S&P 500 Growth ETF in Q1 2018 and held it in 3 quarters.
Glovista Investments's iShares S&P 500 Growth ETF position peaked at $17.6M in Q1 2018.
1,258 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2023.

Based on Glovista Investments's 13F filing for Q1 2023, filed 15 May 2023.