Hardy Reed’s iShares S&P 500 Growth ETF IVW Stock Holding History

Hardy Reed’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 Q2	–	Sell	-10,523	Closed	-$672K	–	109
2023 Q1	$672K	Sell	10,523 -997	-9%	-$60.9K	0.12%	52
2022 Q4	$674K	Buy	+11,520	New	+$692K	0.13%	51
2022 Q1	–	Sell	-11,520	Closed	-$964K	–	95
2021 Q4	$964K	Sell	11,520 -3,571	-24%	-$288K	0.16%	37
2021 Q3	$1.11M	Hold	15,091	–	–	0.2%	35
2021 Q2	$1.1M	Hold	15,091	–	–	0.2%	35
2021 Q1	$983K	Buy	15,091 +283	+2%	+$18.3K	0.19%	35
2020 Q4	$945K	Hold	14,808	–	–	0.2%	37
2020 Q3	$855K	Buy	+14,808	New	+$838K	0.21%	36

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

Hardy Reed's IVW Position: Q2 2023 in Review

Hardy Reed sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2023, closing a stake of 10,523 shares — an estimated $672K sold.

Hardy Reed first reported a position in IVW in Q3 2020 and held it in 8 quarters. The position peaked at $1.11M in Q3 2021. 1,341 funds tracked by Wall St. Rank hold IVW as of Q2 2023.

Hardy Reed reported no remaining iShares S&P 500 Growth ETF position as of Q2 2023 after selling out during the quarter.
Hardy Reed sold 10,523 iShares S&P 500 Growth ETF shares in Q2 2023, an estimated $672K.
Hardy Reed first reported a position in iShares S&P 500 Growth ETF in Q3 2020 and held it in 8 quarters.
Hardy Reed's iShares S&P 500 Growth ETF position peaked at $1.11M in Q3 2021.
1,341 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2023.

Based on Hardy Reed's 13F filing for Q2 2023, filed 14 Aug 2023.