LWAC
IVW icon

Laurel Wealth Advisors (California)’s iShares S&P 500 Growth ETF IVW Stock Holding History

Laurel Wealth Advisors (California)’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 		$527K Sell
9,013
-7,808
-46% -$469K 0.05% 344
2022
Q3 		$973K Sell
16,821
-1,970
-10% -$128K 0.1% 211
2022
Q2 		$1.13M Sell
18,791
-600
-3% -$39.7K 0.12% 195
2022
Q1 		$1.48M Sell
19,391
-2,295
-11% -$172K 0.12% 180
2021
Q4 		$1.81M Buy
21,686
+266
+1% +$21.4K 0.14% 145
2021
Q3 		$1.58M Hold
21,420
– – 0.29% 70
2021
Q2 		$1.56M Sell
21,420
-1,547
-7% -$107K 0.2% 117
2021
Q1 		$1.5M Buy
22,967
+5,679
+33% +$367K 0.23% 100
2020
Q4 		$1.1M Buy
17,288
+1,748
+11% +$106K 0.16% 145
2020
Q3 		$898K Buy
15,540
+2,280
+17% +$129K 0.15% 149
2020
Q2 		$688K Sell
13,260
-2,448
-16% -$117K 0.13% 175
2020
Q1 		$648K Sell
15,708
-2,200
-12% -$104K 0.15% 166
2019
Q4 		$867K Buy
17,908
+6,948
+63% +$322K 0.15% 169
2019
Q3 		$493K Buy
10,960
+1,684
+18% +$76.2K 0.08% 251
2019
Q2 		$416K Buy
9,276
+652
+8% +$28.7K 0.09% 244
2019
Q1 		$372K Buy
8,624
+1,280
+17% +$52.4K 0.09% 251
2018
Q4 		$276K Sell
7,344
-1,972
-21% -$79.8K 0.08% 264
2018
Q3 		$412K Buy
9,316
+1,280
+16% +$55K 0.1% 220
2018
Q2 		$326K Hold
8,036
– – 0.09% 243
2018
Q1 		$311K Sell
8,036
-212
-3% -$8.46K 0.1% 236
2017
Q4 		$315K Buy
8,248
+60
+0.7% +$2.24K 0.09% 236
2017
Q3 		$293K Sell
8,188
-180
-2% -$6.34K 0.1% 221
2017
Q2 		$286K Buy
8,368
+1,616
+24% +$54.8K 0.1% 217
2017
Q1 		$222K Hold
6,752
– – 0.09% 236
2016
Q4 		$205K Buy
+6,752
New +$204K 0.09% 230

Other funds holding IVW

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Laurel Wealth Advisors (California)'s IVW Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its iShares S&P 500 Growth ETF (IVW) stake by 46% in Q4 2022, selling an estimated $469K and leaving 9,013 shares worth $527K. The position accounts for 0.05% of the portfolio, ranked #344.

Laurel Wealth Advisors (California) first reported a position in IVW in Q4 2016 and has held it in 25 quarters since. The position peaked at $1.81M in Q4 2021. 1,262 funds tracked by Wall St. Rank hold IVW as of Q4 2022.

  • Laurel Wealth Advisors (California) held 9,013 shares of iShares S&P 500 Growth ETF worth $527K as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 7,808 iShares S&P 500 Growth ETF shares in Q4 2022, an estimated $469K.
  • iShares S&P 500 Growth ETF made up 0.05% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #344 holding.
  • Laurel Wealth Advisors (California) first reported a position in iShares S&P 500 Growth ETF in Q4 2016 and has held it in 25 quarters since.
  • Laurel Wealth Advisors (California)'s iShares S&P 500 Growth ETF position peaked at $1.81M in Q4 2021.
  • 1,262 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.