Kerntke Otto McGlone Wealth Management Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Kerntke Otto McGlone Wealth Management 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	-2,793	Closed	-$163K	–	99
2022 Q4	$163K	Sell	2,793 -843	-23%	-$50.6K	0.19%	65
2022 Q3	$210K	Sell	3,636 -19	-0.5%	-$1.24K	0.32%	49
2022 Q2	$221K	Buy	+3,655	New	+$242K	0.33%	48
2022 Q1	–	Sell	-3,771	Closed	-$316K	–	52
2021 Q4	$316K	Sell	3,771 -1,168	-24%	-$94.1K	0.38%	47
2021 Q3	$365K	Sell	4,939 -34,939	-88%	-$2.66M	1.09%	24
2021 Q2	$2.9M	Sell	39,878 -3,491	-8%	-$242K	1.16%	24
2021 Q1	$2.82M	Sell	43,369 -4,450	-9%	-$288K	1.48%	21
2020 Q4	$3.05M	Sell	47,819 -2,141	-4%	-$130K	1.8%	16
2020 Q3	$2.89M	Sell	49,960 -1,392	-3%	-$78.8K	2.12%	13
2020 Q2	$2.66M	Sell	51,352 -3,184	-6%	-$153K	2.43%	12
2020 Q1	$2.25M	Sell	54,536 -6,052	-10%	-$286K	2.52%	12
2019 Q4	$2.93M	Buy	+60,588	New	+$2.81M	2.48%	12

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

Kerntke Otto McGlone Wealth Management Group's IVW Position: Q1 2023 in Review

Kerntke Otto McGlone Wealth Management Group sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2023, closing a stake of 2,793 shares — an estimated $163K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in IVW in Q4 2019 and held it in 12 quarters. The position peaked at $3.05M in Q4 2020. 1,258 funds tracked by Wall St. Rank hold IVW as of Q1 2023.

Kerntke Otto McGlone Wealth Management Group reported no remaining iShares S&P 500 Growth ETF position as of Q1 2023 after selling out during the quarter.
Kerntke Otto McGlone Wealth Management Group sold 2,793 iShares S&P 500 Growth ETF shares in Q1 2023, an estimated $163K.
Kerntke Otto McGlone Wealth Management Group first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and held it in 12 quarters.
Kerntke Otto McGlone Wealth Management Group's iShares S&P 500 Growth ETF position peaked at $3.05M in Q4 2020.
1,258 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2023.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q1 2023, filed 4 May 2023.