Kore Private Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Kore Private Wealth’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 Q2	–	Sell	-3,300	Closed	-$252K	–	328
2022 Q1	$252K	Buy	+3,300	New	+$248K	0.03%	277
2020 Q3	–	Sell	-3,656	Closed	-$189K	–	678
2020 Q2	$189K	Hold	3,656	–	–	0.04%	241
2020 Q1	$151K	Hold	3,656	–	–	0.04%	243
2019 Q4	$177K	Buy	+3,656	New	+$169K	0.03%	265
2019 Q3	–	Sell	-4,752	Closed	-$213K	–	238
2019 Q2	$213K	Hold	4,752	–	–	0.05%	206
2019 Q1	$205K	Buy	4,752 +3,844	+423%	+$157K	0.05%	202
2018 Q4	$34K	Buy	+908	New	+$36.7K	0.01%	429

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Kore Private Wealth's IVW Position: Q2 2022 in Review

Kore Private Wealth sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2022, closing a stake of 3,300 shares — an estimated $252K sold.

Kore Private Wealth first reported a position in IVW in Q4 2018 and held it in 7 quarters. The position peaked at $252K in Q1 2022. 1,208 funds tracked by Wall St. Rank hold IVW as of Q2 2022.

Kore Private Wealth reported no remaining iShares S&P 500 Growth ETF position as of Q2 2022 after selling out during the quarter.
Kore Private Wealth sold 3,300 iShares S&P 500 Growth ETF shares in Q2 2022, an estimated $252K.
Kore Private Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and held it in 7 quarters.
Kore Private Wealth's iShares S&P 500 Growth ETF position peaked at $252K in Q1 2022.
1,208 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2022.

Based on Kore Private Wealth's 13F filing for Q2 2022, filed 15 Aug 2022.