Lumature Wealth Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Lumature Wealth Partners’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 Q2	$33.3K	Sell	472 -256	-35%	-$16.9K	0.02%	242
2023 Q1	$46.5K	Hold	728	–	–	0.03%	222
2022 Q4	$42.6K	Hold	728	–	–	0.02%	228
2022 Q3	$42K	Hold	728	–	–	0.02%	236
2022 Q2	$44K	Sell	728 -380	-34%	-$25.1K	0.02%	241
2022 Q1	$85K	Sell	1,108 -143	-11%	-$10.7K	0.03%	223
2021 Q4	$105K	Buy	1,251 +67	+6%	+$5.4K	0.04%	176
2021 Q3	$88K	Hold	1,184	–	–	0.04%	188
2021 Q2	$86K	Sell	1,184 -1,192	-50%	-$82.5K	0.04%	188
2021 Q1	$155K	Buy	2,376 +88	+4%	+$5.69K	0.08%	139
2020 Q4	$146K	Buy	+2,288	New	+$139K	0.14%	125

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lumature Wealth Partners's IVW Position: Q2 2023 in Review

Lumature Wealth Partners reduced its iShares S&P 500 Growth ETF (IVW) stake by 35% in Q2 2023, selling an estimated $16.9K and leaving 472 shares worth $33.3K. The position accounts for 0.02% of the portfolio, ranked #242.

Lumature Wealth Partners first reported a position in IVW in Q4 2020 and has held it in 11 quarters since. The position peaked at $155K in Q1 2021. 1,341 funds tracked by Wall St. Rank hold IVW as of Q2 2023.

Lumature Wealth Partners held 472 shares of iShares S&P 500 Growth ETF worth $33.3K as of Q2 2023.
Lumature Wealth Partners sold 256 iShares S&P 500 Growth ETF shares in Q2 2023, an estimated $16.9K.
iShares S&P 500 Growth ETF made up 0.02% of Lumature Wealth Partners's portfolio in Q2 2023, its #242 holding.
Lumature Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's iShares S&P 500 Growth ETF position peaked at $155K in Q1 2021.
1,341 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.