Leelyn Smith’s iShares S&P 500 Growth ETF IVW Stock Holding History

Leelyn Smith’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
2024 Q1	–	Sell	-3,368	Closed	-$253K	–	128
2023 Q4	$253K	Hold	3,368	–	–	0.06%	114
2023 Q3	$230K	Hold	3,368	–	–	0.06%	106
2023 Q2	$237K	Hold	3,368	–	–	0.06%	108
2023 Q1	$215K	Hold	3,368	–	–	0.06%	110
2022 Q4	$197K	Buy	3,368 +3,262	+3,077%	+$196K	0.05%	110
2022 Q3	$6K	Sell	106 -3,262	-97%	-$212K	﹤0.01%	351
2022 Q2	$203K	Hold	3,368	–	–	0.05%	123
2022 Q1	$257K	Hold	3,368	–	–	0.07%	103
2021 Q4	$282K	Hold	3,368	–	–	0.08%	101
2021 Q3	$249K	Hold	3,368	–	–	0.07%	100
2021 Q2	$245K	Hold	3,368	–	–	0.07%	102
2021 Q1	$219K	Hold	3,368	–	–	0.07%	114
2020 Q4	$215K	Hold	3,368	–	–	0.07%	113
2020 Q3	$195K	Hold	3,368	–	–	0.07%	118
2020 Q2	$175K	Sell	3,368 -404	-11%	-$19.4K	0.07%	118
2020 Q1	$156K	Buy	+3,772	New	+$178K	0.08%	114

Other funds holding IVW

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

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

Leelyn Smith's IVW Position: Q1 2024 in Review

Leelyn Smith sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2024, closing a stake of 3,368 shares — an estimated $253K sold.

Leelyn Smith first reported a position in IVW in Q1 2020 and held it in 16 quarters. The position peaked at $282K in Q4 2021. 1,596 funds tracked by Wall St. Rank hold IVW as of Q1 2024.

Leelyn Smith reported no remaining iShares S&P 500 Growth ETF position as of Q1 2024 after selling out during the quarter.
Leelyn Smith sold 3,368 iShares S&P 500 Growth ETF shares in Q1 2024, an estimated $253K.
Leelyn Smith first reported a position in iShares S&P 500 Growth ETF in Q1 2020 and held it in 16 quarters.
Leelyn Smith's iShares S&P 500 Growth ETF position peaked at $282K in Q4 2021.
1,596 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2024.

Based on Leelyn Smith's 13F filing for Q1 2024, filed 14 May 2024.