John W. Brooker & Co’s iShares S&P 500 Growth ETF IVW Stock Holding History

John W. Brooker & Co’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	-489	Closed	-$28K	–	115
2022 Q3	$28K	Hold	489	–	–	0.02%	106
2022 Q2	$30K	Hold	489	–	–	0.02%	103
2022 Q1	$37K	Hold	489	–	–	0.02%	97
2021 Q4	$41K	Hold	489	–	–	0.02%	94
2021 Q3	$36K	Hold	489	–	–	0.02%	94
2021 Q2	$36K	Hold	489	–	–	0.02%	92
2021 Q1	$32K	Hold	489	–	–	0.02%	89
2020 Q4	$31K	Buy	489 +1	+0.2%	+$61	0.02%	84
2020 Q3	$28K	Hold	488	–	–	0.02%	83
2020 Q2	$25K	Hold	488	–	–	0.02%	83
2020 Q1	$20K	Hold	488	–	–	0.01%	90
2019 Q4	$24K	Buy	+488	New	+$22.6K	0.02%	89

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

John W. Brooker & Co's IVW Position: Q4 2022 in Review

John W. Brooker & Co sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2022, closing a stake of 489 shares — an estimated $28K sold.

John W. Brooker & Co first reported a position in IVW in Q4 2019 and held it in 12 quarters. The position peaked at $41K in Q4 2021. 1,261 funds tracked by Wall St. Rank hold IVW as of Q4 2022.

John W. Brooker & Co reported no remaining iShares S&P 500 Growth ETF position as of Q4 2022 after selling out during the quarter.
John W. Brooker & Co sold 489 iShares S&P 500 Growth ETF shares in Q4 2022, an estimated $28K.
John W. Brooker & Co first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and held it in 12 quarters.
John W. Brooker & Co's iShares S&P 500 Growth ETF position peaked at $41K in Q4 2021.
1,261 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2022.

Based on John W. Brooker & Co's 13F filing for Q4 2022, filed 13 Jan 2023.