Legacy Wealth Planning’s iShares S&P 500 Growth ETF IVW Stock Holding History

Legacy Wealth Planning’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 Q3	$478K	Sell	8,255 -515	-6%	-$33.5K	0.79%	29
2022 Q2	$529K	Sell	8,770 -164	-2%	-$10.9K	0.76%	33
2022 Q1	$682K	Buy	8,934 +376	+4%	+$28.2K	0.8%	29
2021 Q4	$716K	Buy	8,558 +7,389	+632%	+$595K	0.82%	30
2021 Q3	$859K	Sell	1,169 -19,150	-94%	-$1.46M	0.96%	25
2021 Q2	$1.48M	Buy	20,319 +480	+2%	+$33.2K	1.68%	12
2021 Q1	$1.29M	Sell	19,839 -20,035	-50%	-$1.3M	1.65%	14
2020 Q4	$2.54M	Buy	39,874 +6,822	+21%	+$414K	3.26%	6
2020 Q3	$1.91M	Buy	33,052 +848	+3%	+$48K	2.18%	10
2020 Q2	$1.67M	Buy	32,204 +1,520	+5%	+$72.9K	1.99%	10
2020 Q1	$1.27M	Buy	30,684 +13,104	+75%	+$620K	2.03%	10
2019 Q4	$851K	Buy	+17,580	New	+$815K	0.96%	26

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

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

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

Legacy Wealth Planning's IVW Position: Q3 2022 in Review

Legacy Wealth Planning reduced its iShares S&P 500 Growth ETF (IVW) stake by 5.9% in Q3 2022, selling an estimated $33.5K and leaving 8,255 shares worth $478K. The position accounts for 0.79% of the portfolio, ranked #29.

Legacy Wealth Planning first reported a position in IVW in Q4 2019 and has held it in 12 quarters since. The position peaked at $2.54M in Q4 2020. 1,193 funds tracked by Wall St. Rank hold IVW as of Q3 2022.

Legacy Wealth Planning held 8,255 shares of iShares S&P 500 Growth ETF worth $478K as of Q3 2022.
Legacy Wealth Planning sold 515 iShares S&P 500 Growth ETF shares in Q3 2022, an estimated $33.5K.
iShares S&P 500 Growth ETF made up 0.79% of Legacy Wealth Planning's portfolio in Q3 2022, its #29 holding.
Legacy Wealth Planning first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 12 quarters since.
Legacy Wealth Planning's iShares S&P 500 Growth ETF position peaked at $2.54M in Q4 2020.
1,193 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.