IBEX Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

IBEX Wealth Advisors’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 Q1	–	Sell	-39,786	Closed	-$3.33M	–	192
2021 Q4	$3.33M	Sell	39,786 -174	-0.4%	-$14K	0.59%	67
2021 Q3	$2.95M	Buy	39,960 +34,046	+576%	+$2.6M	0.57%	74
2021 Q2	$430K	Buy	+5,914	New	+$409K	0.09%	127
2021 Q1	–	Sell	-20,424	Closed	-$1.3M	–	120
2020 Q4	$1.3M	Buy	+20,424	New	+$1.24M	0.34%	86
2019 Q3	–	Sell	-25,420	Closed	-$1.14M	–	230
2019 Q2	$1.14M	Buy	+25,420	New	+$1.12M	0.33%	99
2017 Q4	–	Sell	-5,980	Closed	-$217K	–	106
2017 Q3	$217K	Hold	5,980	–	–	0.08%	122
2017 Q2	$205K	Buy	+5,980	New	+$203K	0.08%	125
2017 Q1	–	Sell	-3,360	Closed	-$105K	–	221
2016 Q4	$105K	Buy	+3,360	New	+$101K	0.05%	135

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IBEX Wealth Advisors's IVW Position: Q1 2022 in Review

IBEX Wealth Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2022, closing a stake of 39,786 shares — an estimated $3.33M sold.

IBEX Wealth Advisors first reported a position in IVW in Q4 2016 and held it in 8 quarters. The position peaked at $3.33M in Q4 2021. 1,298 funds tracked by Wall St. Rank hold IVW as of Q1 2022.

IBEX Wealth Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q1 2022 after selling out during the quarter.
IBEX Wealth Advisors sold 39,786 iShares S&P 500 Growth ETF shares in Q1 2022, an estimated $3.33M.
IBEX Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2016 and held it in 8 quarters.
IBEX Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $3.33M in Q4 2021.
1,298 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2022.

Based on IBEX Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.