Gofen & Glossberg’s iShares S&P 500 Growth ETF IVW Stock Holding History

Gofen & Glossberg’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 Q2	–	Sell	-3,154	Closed	-$241K	–	587
2022 Q1	$241K	Sell	3,154 -500	-14%	-$37.6K	0.01%	498
2021 Q4	$306K	Hold	3,654	–	–	0.01%	447
2021 Q3	$270K	Sell	3,654 -50	-1%	-$3.81K	0.01%	464
2021 Q2	$269K	Buy	3,704 +620	+20%	+$42.9K	0.01%	460
2021 Q1	$201K	Buy	+3,084	New	+$199K	0.01%	516

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Gofen & Glossberg's IVW Position: Q2 2022 in Review

Gofen & Glossberg sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2022, closing a stake of 3,154 shares — an estimated $241K sold.

Gofen & Glossberg first reported a position in IVW in Q1 2021 and held it in 5 quarters. The position peaked at $306K in Q4 2021. 1,208 funds tracked by Wall St. Rank hold IVW as of Q2 2022.

Gofen & Glossberg reported no remaining iShares S&P 500 Growth ETF position as of Q2 2022 after selling out during the quarter.
Gofen & Glossberg sold 3,154 iShares S&P 500 Growth ETF shares in Q2 2022, an estimated $241K.
Gofen & Glossberg first reported a position in iShares S&P 500 Growth ETF in Q1 2021 and held it in 5 quarters.
Gofen & Glossberg's iShares S&P 500 Growth ETF position peaked at $306K in Q4 2021.
1,208 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2022.

Based on Gofen & Glossberg's 13F filing for Q2 2022, filed 14 Jul 2022.