Leuthold Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Leuthold Group’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	-3,268	Closed	-$250K	–	198
2022 Q1	$250K	Sell	3,268 -933	-22%	-$70.1K	0.03%	181
2021 Q4	$351K	Sell	4,201 -1,525	-27%	-$123K	0.04%	165
2021 Q3	$423K	Buy	5,726 +2,176	+61%	+$166K	0.05%	142
2021 Q2	$258K	Buy	3,550 +434	+14%	+$30K	0.03%	169
2021 Q1	$203K	Sell	3,116 -1,380	-31%	-$89.2K	0.03%	178
2020 Q4	$287K	Hold	4,496	–	–	0.04%	155
2020 Q3	$260K	Hold	4,496	–	–	0.04%	153
2020 Q2	$233K	Buy	+4,496	New	+$216K	0.03%	143
2020 Q1	–	Sell	-4,804	Closed	-$233K	–	168
2019 Q4	$233K	Sell	4,804 -728	-13%	-$33.7K	0.03%	163
2019 Q3	$249K	Buy	5,532 +108	+2%	+$4.88K	0.03%	168
2019 Q2	$243K	Buy	+5,424	New	+$239K	0.03%	183

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

Leuthold Group's IVW Position: Q2 2022 in Review

Leuthold Group sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2022, closing a stake of 3,268 shares — an estimated $250K sold.

Leuthold Group first reported a position in IVW in Q2 2019 and held it in 11 quarters. The position peaked at $423K in Q3 2021. 1,208 funds tracked by Wall St. Rank hold IVW as of Q2 2022.

Leuthold Group reported no remaining iShares S&P 500 Growth ETF position as of Q2 2022 after selling out during the quarter.
Leuthold Group sold 3,268 iShares S&P 500 Growth ETF shares in Q2 2022, an estimated $250K.
Leuthold Group first reported a position in iShares S&P 500 Growth ETF in Q2 2019 and held it in 11 quarters.
Leuthold Group's iShares S&P 500 Growth ETF position peaked at $423K in Q3 2021.
1,208 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2022.

Based on Leuthold Group's 13F filing for Q2 2022, filed 1 Aug 2022.