Leon Cooperman’s iShares S&P 500 Growth ETF IVW Stock Holding History

Leon Cooperman’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 Q4	–	Sell	-2,500	Closed	-$171K	–	54
2023 Q3	$171K	Sell	2,500 -4,587	-65%	-$325K	0.01%	51
2023 Q2	$499K	Hold	7,087	–	–	0.03%	45
2023 Q1	$453K	Sell	7,087 -16,127	-69%	-$986K	0.03%	43
2022 Q4	$1.36M	Hold	23,214	–	–	0.08%	39
2022 Q3	$1.34M	Hold	23,214	–	–	0.09%	39
2022 Q2	$1.4M	Hold	23,214	–	–	0.1%	39
2022 Q1	$1.77M	Hold	23,214	–	–	0.09%	42
2021 Q4	$1.94M	Hold	23,214	–	–	0.1%	45
2021 Q3	$1.72M	Hold	23,214	–	–	0.09%	44
2021 Q2	$1.69M	Buy	+23,214	New	+$1.61M	0.09%	44

Other funds holding IVW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Leon Cooperman's IVW Position: Q4 2023 in Review

Leon Cooperman sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2023, closing a stake of 2,500 shares — an estimated $171K sold.

Leon Cooperman first reported a position in IVW in Q2 2021 and held it in 10 quarters. The position peaked at $1.94M in Q4 2021. 1,548 funds tracked by Wall St. Rank hold IVW as of Q4 2023.

Leon Cooperman reported no remaining iShares S&P 500 Growth ETF position as of Q4 2023 after selling out during the quarter.
Leon Cooperman sold 2,500 iShares S&P 500 Growth ETF shares in Q4 2023, an estimated $171K.
Leon Cooperman first reported a position in iShares S&P 500 Growth ETF in Q2 2021 and held it in 10 quarters.
Leon Cooperman's iShares S&P 500 Growth ETF position peaked at $1.94M in Q4 2021.
1,548 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2023.

Based on Cooperman Leon G's 13F filing for Q4 2023, filed 14 Feb 2024.