Investmark Advisory Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Investmark Advisory Group’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 Q1	–	Sell	-17,413	Closed	-$1.02M	–	107
2022 Q4	$1.02M	Buy	+17,413	New	+$1.05M	0.76%	35

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

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

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

Investmark Advisory Group's IVW Position: Q1 2023 in Review

Investmark Advisory Group sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2023, closing a stake of 17,413 shares — an estimated $1.02M sold.

Investmark Advisory Group first reported a position in IVW in Q4 2022 and held it in 1 quarter. The position peaked at $1.02M in Q4 2022. 1,258 funds tracked by Wall St. Rank hold IVW as of Q1 2023.

Investmark Advisory Group reported no remaining iShares S&P 500 Growth ETF position as of Q1 2023 after selling out during the quarter.
Investmark Advisory Group sold 17,413 iShares S&P 500 Growth ETF shares in Q1 2023, an estimated $1.02M.
Investmark Advisory Group first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and held it in 1 quarter.
Investmark Advisory Group's iShares S&P 500 Growth ETF position peaked at $1.02M in Q4 2022.
1,258 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2023.

Based on Investmark Advisory Group's 13F filing for Q1 2023, filed 16 May 2023.