Level Financial Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Level Financial Advisors’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	-903	Closed	-$67.8K	–	165
2023 Q4	$67.8K	Hold	903	–	–	0.03%	100
2023 Q3	$61.8K	Sell	903 -112	-11%	-$7.93K	0.03%	100
2023 Q2	$71.5K	Sell	1,015 -57	-5%	-$3.77K	0.04%	91
2023 Q1	$68.5K	Hold	1,072	–	–	0.04%	84
2022 Q4	$63K	Hold	1,072	–	–	0.04%	83
2022 Q3	$62K	Hold	1,072	–	–	0.05%	86
2022 Q2	$65K	Hold	1,072	–	–	0.05%	86
2022 Q1	$82K	Hold	1,072	–	–	0.06%	65
2021 Q4	$90K	Buy	+1,072	New	+$86.4K	0.07%	67

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

Level Financial Advisors's IVW Position: Q1 2024 in Review

Level Financial Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2024, closing a stake of 903 shares — an estimated $67.8K sold.

Level Financial Advisors first reported a position in IVW in Q4 2021 and held it in 9 quarters. The position peaked at $90K in Q4 2021. 1,596 funds tracked by Wall St. Rank hold IVW as of Q1 2024.

Level Financial Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 903 iShares S&P 500 Growth ETF shares in Q1 2024, an estimated $67.8K.
Level Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and held it in 9 quarters.
Level Financial Advisors's iShares S&P 500 Growth ETF position peaked at $90K in Q4 2021.
1,596 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.