Heritage Wealth Management (Arizona)’s iShares S&P 500 Growth ETF IVW Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$5.62K	Buy	96 +48	+100%	+$2.88K	﹤0.01%	866
2022 Q3	$3K	Hold	48	–	–	﹤0.01%	826
2022 Q2	$2.9K	Sell	48 -301	-86%	-$19.9K	﹤0.01%	843
2022 Q1	$27K	Buy	+349	New	+$26.2K	0.01%	553
2021 Q3	$4K	Hold	48	–	–	﹤0.01%	756
2021 Q2	$3K	Hold	48	–	–	﹤0.01%	812
2021 Q1	$3K	Buy	+48	New	+$3.1K	﹤0.01%	685

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Heritage Wealth Management (Arizona)'s IVW Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares S&P 500 Growth ETF (IVW) stake by 100% in Q4 2022, buying an estimated $2.88K and bringing the position to 96 shares worth $5.62K. The position accounts for ﹤0.01% of the portfolio, ranked #866.

Heritage Wealth Management (Arizona) first reported a position in IVW in Q1 2021 and has held it in 7 quarters since. The position peaked at $27K in Q1 2022. 1,261 funds tracked by Wall St. Rank hold IVW as of Q4 2022.

Heritage Wealth Management (Arizona) held 96 shares of iShares S&P 500 Growth ETF worth $5.62K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 48 iShares S&P 500 Growth ETF shares in Q4 2022, an estimated $2.88K.
iShares S&P 500 Growth ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #866 holding.
Heritage Wealth Management (Arizona) first reported a position in iShares S&P 500 Growth ETF in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s iShares S&P 500 Growth ETF position peaked at $27K in Q1 2022.
1,261 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.