Godsey & Gibb Inc’s iShares S&P 500 Growth ETF IVW Stock Holding History

Godsey & Gibb Inc’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
2024 Q1	–	Sell	-18	Closed	-$1.35K	–	405
2023 Q4	$1.35K	Hold	18	–	–	﹤0.01%	334
2023 Q3	$1.23K	Sell	18 -2,760	-99%	-$195K	﹤0.01%	318
2023 Q2	$196K	Sell	2,778 -214	-7%	-$14.1K	0.02%	109
2023 Q1	$191K	Sell	2,992 -203	-6%	-$12.4K	0.02%	106
2022 Q4	$187K	Buy	3,195 +435	+16%	+$26.1K	0.04%	69
2022 Q3	$160K	Hold	2,760	–	–	0.13%	15
2022 Q2	$167K	Buy	+2,760	New	+$183K	0.09%	32
2022 Q1	–	Sell	-2,760	Closed	-$231K	–	122
2021 Q4	$231K	Buy	+2,760	New	+$222K	0.07%	33
2020 Q1	–	Sell	-4,280	Closed	-$207K	–	89
2019 Q4	$207K	Sell	4,280 -544	-11%	-$25.2K	0.03%	95
2019 Q3	$217K	Sell	4,824 -148	-3%	-$6.69K	0.03%	84
2019 Q2	$223K	Hold	4,972	–	–	0.03%	83
2019 Q1	$214K	Buy	+4,972	New	+$204K	0.03%	77

Other funds holding IVW

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Godsey & Gibb Inc's IVW Position: Q1 2024 in Review

Godsey & Gibb Inc sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2024, closing a stake of 18 shares — an estimated $1.35K sold.

Godsey & Gibb Inc first reported a position in IVW in Q1 2019 and held it in 12 quarters. The position peaked at $231K in Q4 2021. 1,603 funds tracked by Wall St. Rank hold IVW as of Q1 2024.

Godsey & Gibb Inc reported no remaining iShares S&P 500 Growth ETF position as of Q1 2024 after selling out during the quarter.
Godsey & Gibb Inc sold 18 iShares S&P 500 Growth ETF shares in Q1 2024, an estimated $1.35K.
Godsey & Gibb Inc first reported a position in iShares S&P 500 Growth ETF in Q1 2019 and held it in 12 quarters.
Godsey & Gibb Inc's iShares S&P 500 Growth ETF position peaked at $231K in Q4 2021.
1,603 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2024.

Based on Godsey & Gibb Inc's 13F filing for Q1 2024, filed 23 Apr 2024.