Kistler-Tiffany Companies’s iShares S&P 500 Growth ETF IVW Stock Holding History

Kistler-Tiffany Companies’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 Q2	$8.66K	Hold	123	–	–	﹤0.01%	716
2023 Q1	$7.84K	Buy	123 +1	+0.8%	+$61	﹤0.01%	656
2022 Q4	$7.16K	Sell	122 -1,298	-91%	-$77.9K	﹤0.01%	659
2022 Q3	$82K	Buy	1,420 +143	+11%	+$9.29K	0.02%	313
2022 Q2	$77K	Hold	1,277	–	–	0.02%	320
2022 Q1	$98K	Hold	1,277	–	–	0.02%	304
2021 Q4	$107K	Buy	1,277 +553	+76%	+$44.6K	0.02%	274
2021 Q3	$54K	Buy	724 +603	+498%	+$46K	0.01%	362
2021 Q2	$9K	Buy	121 +18	+17%	+$1.25K	﹤0.01%	573
2021 Q1	$7K	Hold	103	–	–	﹤0.01%	552
2020 Q4	$7K	Sell	103 -1	-1%	-$61	﹤0.01%	529
2020 Q3	$6K	Buy	+104	New	+$5.89K	﹤0.01%	521
2018 Q2	–	Sell	-100	Closed	-$4K	–	582
2018 Q1	$4K	Hold	100	–	–	﹤0.01%	503
2017 Q4	$4K	Hold	100	–	–	﹤0.01%	486
2017 Q3	$4K	Buy	+100	New	+$3.52K	﹤0.01%	459
2015 Q3	–	Hold	0	–	–	–	498
2014 Q4	–	Sell	-92	Closed	-$3K	–	602
2014 Q3	$3K	Buy	+92	New	+$2.45K	﹤0.01%	534

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

Kistler-Tiffany Companies's IVW Position: Q2 2023 in Review

Kistler-Tiffany Companies held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2023 at 123 shares worth $8.66K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Kistler-Tiffany Companies first reported a position in IVW in Q3 2014 and has held it in 16 quarters since. The position peaked at $107K in Q4 2021. 1,341 funds tracked by Wall St. Rank hold IVW as of Q2 2023.

Kistler-Tiffany Companies held 123 shares of iShares S&P 500 Growth ETF worth $8.66K as of Q2 2023.
Kistler-Tiffany Companies left its iShares S&P 500 Growth ETF share count unchanged in Q2 2023.
iShares S&P 500 Growth ETF made up ﹤0.01% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #716 holding.
Kistler-Tiffany Companies first reported a position in iShares S&P 500 Growth ETF in Q3 2014 and has held it in 16 quarters since.
Kistler-Tiffany Companies's iShares S&P 500 Growth ETF position peaked at $107K in Q4 2021.
1,341 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.