Intelligence Driven Advisers’s iShares S&P 500 Growth ETF IVW Stock Holding History

Intelligence Driven Advisers’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
2023 Q4	–	Sell	-3,334	Closed	-$228K	–	98
2023 Q3	$228K	Hold	3,334	–	–	0.04%	77
2023 Q2	$233K	Hold	3,334	–	–	0.04%	84
2023 Q1	$213K	Buy	+3,334	New	+$204K	0.04%	87
2022 Q4	–	Sell	-5,000	Closed	-$303K	–	110
2022 Q3	$303K	Buy	+5,000	New	+$325K	0.06%	86

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Intelligence Driven Advisers's IVW Position: Q4 2023 in Review

Intelligence Driven Advisers sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2023, closing a stake of 3,334 shares — an estimated $228K sold.

Intelligence Driven Advisers first reported a position in IVW in Q3 2022 and held it in 4 quarters. The position peaked at $303K in Q3 2022. 1,550 funds tracked by Wall St. Rank hold IVW as of Q4 2023.

Intelligence Driven Advisers reported no remaining iShares S&P 500 Growth ETF position as of Q4 2023 after selling out during the quarter.
Intelligence Driven Advisers sold 3,334 iShares S&P 500 Growth ETF shares in Q4 2023, an estimated $228K.
Intelligence Driven Advisers first reported a position in iShares S&P 500 Growth ETF in Q3 2022 and held it in 4 quarters.
Intelligence Driven Advisers's iShares S&P 500 Growth ETF position peaked at $303K in Q3 2022.
1,550 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2023.

Based on Intelligence Driven Advisers's 13F filing for Q4 2023, filed 6 Feb 2024.