Hudock Inc’s iShares S&P 500 Growth ETF IVW Stock Holding History

Hudock Inc’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	–	Sell	-322	Closed	-$18K	–	419
2022 Q3	$18K	Sell	322 -179	-36%	-$11.6K	0.01%	449
2022 Q2	$30K	Sell	501 -39	-7%	-$2.58K	0.01%	365
2022 Q1	$41K	Buy	540 +3	+0.6%	+$225	0.01%	343
2021 Q4	$44K	Hold	537	–	–	0.01%	339
2021 Q3	$39K	Buy	537 +1	+0.2%	+$76	0.01%	353
2021 Q2	$39K	Hold	536	–	–	0.01%	357
2021 Q1	$34K	Buy	536 +148	+38%	+$9.57K	0.01%	363
2020 Q4	$24K	Sell	388 -144	-27%	-$8.73K	0.01%	400
2020 Q3	$30K	Buy	532 +144	+37%	+$8.15K	0.01%	329
2020 Q2	$20K	Sell	388 -92	-19%	-$4.41K	0.01%	370
2020 Q1	$19K	Hold	480	–	–	0.01%	329
2019 Q4	$23K	Hold	480	–	–	0.01%	327
2019 Q3	$21K	Hold	480	–	–	0.01%	341
2019 Q2	$21K	Buy	480 +116	+32%	+$5.1K	0.01%	337
2019 Q1	$15K	Hold	364	–	–	0.01%	365
2018 Q4	$13K	Buy	364 +248	+214%	+$10K	0.01%	368
2018 Q3	$5K	Buy	116 +12	+12%	+$516	﹤0.01%	515
2018 Q2	$4K	Hold	104	–	–	﹤0.01%	522
2018 Q1	$4K	Hold	104	–	–	﹤0.01%	526
2017 Q4	$4K	Sell	104 -48	-32%	-$1.79K	﹤0.01%	517
2017 Q3	$5K	Sell	152 -15,864	-99%	-$559K	﹤0.01%	483
2017 Q2	$547K	Buy	+16,016	New	+$543K	0.28%	49
2016 Q2	–	Sell	-312	Closed	-$9K	–	600
2016 Q1	$9K	Buy	+312	New	+$8.58K	0.01%	411

Other funds holding IVW

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Hudock Inc's IVW Position: Q4 2022 in Review

Hudock Inc sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2022, closing a stake of 322 shares — an estimated $18K sold.

Hudock Inc first reported a position in IVW in Q1 2016 and held it in 23 quarters. The position peaked at $547K in Q2 2017. 1,262 funds tracked by Wall St. Rank hold IVW as of Q4 2022.

Hudock Inc reported no remaining iShares S&P 500 Growth ETF position as of Q4 2022 after selling out during the quarter.
Hudock Inc sold 322 iShares S&P 500 Growth ETF shares in Q4 2022, an estimated $18K.
Hudock Inc first reported a position in iShares S&P 500 Growth ETF in Q1 2016 and held it in 23 quarters.
Hudock Inc's iShares S&P 500 Growth ETF position peaked at $547K in Q2 2017.
1,262 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2022.

Based on Hudock Inc's 13F filing for Q4 2022, filed 8 Feb 2023.