Hotaling Investment Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Hotaling Investment Management’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	$955K	Hold	16,328	–	–	0.43%	68
2022 Q3	$945K	Hold	16,328	–	–	0.45%	69
2022 Q2	$985K	Hold	16,328	–	–	0.43%	72
2022 Q1	$1.25M	Sell	16,328 -1,976	-11%	-$148K	0.48%	69
2021 Q4	$1.53M	Hold	18,304	–	–	0.53%	61
2021 Q3	$1.35M	Hold	18,304	–	–	0.56%	60
2021 Q2	$1.33M	Sell	18,304 -500	-3%	-$34.6K	0.54%	65
2021 Q1	$1.22M	Sell	18,804 -1,500	-7%	-$97K	0.55%	59
2020 Q4	$1.3M	Sell	20,304 -580	-3%	-$35.2K	0.6%	56
2020 Q3	$1.21M	Hold	20,884	–	–	0.65%	52
2020 Q2	$1.08M	Hold	20,884	–	–	0.63%	56
2020 Q1	$862K	Sell	20,884 -2,800	-12%	-$132K	0.64%	55
2019 Q4	$1.15M	Hold	23,684	–	–	0.66%	55
2019 Q3	$1.07M	Hold	23,684	–	–	0.68%	54
2019 Q2	$1.06M	Sell	23,684 -160	-0.7%	-$7.04K	0.68%	56
2019 Q1	$1.03M	Sell	23,844 -300	-1%	-$12.3K	0.69%	57
2018 Q4	$909K	Buy	+24,144	New	+$977K	0.74%	52

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

Hotaling Investment Management's IVW Position: Q4 2022 in Review

Hotaling Investment Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q4 2022 at 16,328 shares worth $955K. The position accounts for 0.43% of the portfolio, ranked #68.

Hotaling Investment Management first reported a position in IVW in Q4 2018 and has held it in 17 quarters since. The position peaked at $1.53M in Q4 2021. 1,261 funds tracked by Wall St. Rank hold IVW as of Q4 2022.

Hotaling Investment Management held 16,328 shares of iShares S&P 500 Growth ETF worth $955K as of Q4 2022.
Hotaling Investment Management left its iShares S&P 500 Growth ETF share count unchanged in Q4 2022.
iShares S&P 500 Growth ETF made up 0.43% of Hotaling Investment Management's portfolio in Q4 2022, its #68 holding.
Hotaling Investment Management first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 17 quarters since.
Hotaling Investment Management's iShares S&P 500 Growth ETF position peaked at $1.53M in Q4 2021.
1,261 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2022.

Based on Hotaling Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.