Laidlaw Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Laidlaw Wealth Management’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 Q3	–	Sell	-4,306	Closed	-$303K	–	322
2023 Q2	$303K	Buy	4,306 +4	+0.1%	+$264	0.06%	265
2023 Q1	$275K	Buy	4,302 +6	+0.1%	+$367	0.06%	275
2022 Q4	$251K	Buy	4,296 +10	+0.2%	+$600	0.05%	296
2022 Q3	$248K	Buy	+4,286	New	+$278K	0.06%	268
2021 Q1	–	Sell	-4,796	Closed	-$306K	–	287
2020 Q4	$306K	Buy	+4,796	New	+$291K	0.06%	260

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Laidlaw Wealth Management's IVW Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2023, closing a stake of 4,306 shares — an estimated $303K sold.

Laidlaw Wealth Management first reported a position in IVW in Q4 2020 and held it in 5 quarters. The position peaked at $306K in Q4 2020. 1,405 funds tracked by Wall St. Rank hold IVW as of Q3 2023.

Laidlaw Wealth Management reported no remaining iShares S&P 500 Growth ETF position as of Q3 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 4,306 iShares S&P 500 Growth ETF shares in Q3 2023, an estimated $303K.
Laidlaw Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and held it in 5 quarters.
Laidlaw Wealth Management's iShares S&P 500 Growth ETF position peaked at $306K in Q4 2020.
1,405 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.