Hellman Jordan Management Company’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-48,541
Closed -$2.81M 46
2022
Q3
$2.81M Sell
48,541
-83,188
-63% -$5.41M 4.87% 4
2022
Q2
$7.95M Buy
+131,729
New +$8.72M 10.69% 1

Other funds holding IVW

Hellman Jordan Management Company's IVW Position: Q4 2022 in Review

Hellman Jordan Management Company sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2022, closing a stake of 48,541 shares — an estimated $2.81M sold.

Hellman Jordan Management Company first reported a position in IVW in Q2 2022 and held it in 2 quarters. The position peaked at $7.95M in Q2 2022. 1,261 funds tracked by Wall St. Rank hold IVW as of Q4 2022.

  • Hellman Jordan Management Company reported no remaining iShares S&P 500 Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Hellman Jordan Management Company sold 48,541 iShares S&P 500 Growth ETF shares in Q4 2022, an estimated $2.81M.
  • Hellman Jordan Management Company first reported a position in iShares S&P 500 Growth ETF in Q2 2022 and held it in 2 quarters.
  • Hellman Jordan Management Company's iShares S&P 500 Growth ETF position peaked at $7.95M in Q2 2022.
  • 1,261 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2022.

Based on Hellman Jordan Management Company's 13F filing for Q4 2022, filed 20 Jan 2023.