Leo Brokerage’s iShares S&P 500 Growth ETF IVW Stock Holding History

Leo Brokerage’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	-2,623	Closed	-$200K	–	213
2022 Q1	$200K	Buy	+2,623	New	+$197K	0.03%	230
2020 Q4	–	Sell	-3,884	Closed	-$202K	–	180
2020 Q3	$202K	Buy	+3,884	New	+$220K	0.08%	117

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

Leo Brokerage's IVW Position: Q2 2022 in Review

Leo Brokerage sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2022, closing a stake of 2,623 shares — an estimated $200K sold.

Leo Brokerage first reported a position in IVW in Q3 2020 and held it in 2 quarters. The position peaked at $202K in Q3 2020. 1,208 funds tracked by Wall St. Rank hold IVW as of Q2 2022.

Leo Brokerage reported no remaining iShares S&P 500 Growth ETF position as of Q2 2022 after selling out during the quarter.
Leo Brokerage sold 2,623 iShares S&P 500 Growth ETF shares in Q2 2022, an estimated $200K.
Leo Brokerage first reported a position in iShares S&P 500 Growth ETF in Q3 2020 and held it in 2 quarters.
Leo Brokerage's iShares S&P 500 Growth ETF position peaked at $202K in Q3 2020.
1,208 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2022.

Based on Leo Brokerage's 13F filing for Q2 2022, filed 11 Jul 2022.