Investors Asset Management of Georgia’s iShares S&P 500 Growth ETF IVW Stock Holding History

Investors Asset Management of Georgia’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	-132	Closed	-$8K	–	348
2022 Q3	$8K	Hold	132	–	–	﹤0.01%	498
2022 Q2	$8K	Buy	+132	New	+$8.74K	﹤0.01%	436

Other funds holding IVW

JP Morgan Chase New York $1.81T AUM 41.13% 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 $3.05B AUM 42.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $120B AUM 27.84% 1-Year Est. Return

Investors Asset Management of Georgia's IVW Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2022, closing a stake of 132 shares — an estimated $8K sold.

Investors Asset Management of Georgia first reported a position in IVW in Q2 2022 and held it in 2 quarters. The position peaked at $8K in Q3 2022. 1,261 funds tracked by Wall St. Rank hold IVW as of Q4 2022.

Investors Asset Management of Georgia reported no remaining iShares S&P 500 Growth ETF position as of Q4 2022 after selling out during the quarter.
Investors Asset Management of Georgia sold 132 iShares S&P 500 Growth ETF shares in Q4 2022, an estimated $8K.
Investors Asset Management of Georgia first reported a position in iShares S&P 500 Growth ETF in Q2 2022 and held it in 2 quarters.
Investors Asset Management of Georgia's iShares S&P 500 Growth ETF position peaked at $8K in Q3 2022.
1,261 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.