Martel Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Martel Wealth 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
2022 Q4	–	Sell	-5,098	Closed	-$295K	–	51
2022 Q3	$295K	Sell	5,098 -241	-5%	-$15.7K	0.08%	40
2022 Q2	$322K	Sell	5,339 -825	-13%	-$54.6K	0.09%	40
2022 Q1	$427K	Buy	6,164 +180	+3%	+$13.5K	0.1%	37
2021 Q4	$414K	Sell	5,984 -178	-3%	-$14.3K	0.1%	37
2021 Q3	$427K	Sell	6,162 -474	-7%	-$36.1K	0.11%	36
2021 Q2	$459K	Sell	6,636 -328	-5%	-$22.7K	0.12%	35
2021 Q1	$453K	Buy	6,964 +117	+2%	+$7.56K	0.13%	34
2020 Q4	$1.6M	Sell	6,847 -1,465	-18%	-$88.8K	0.46%	23
2020 Q3	$480K	Sell	8,312 -1,492	-15%	-$84.4K	0.16%	30
2020 Q2	$509K	Sell	9,804 -992	-9%	-$47.6K	0.18%	29
2020 Q1	$445K	Sell	10,796 -1,148	-10%	-$54.3K	0.17%	30
2019 Q4	$578K	Sell	11,944 -468	-4%	-$21.7K	0.2%	28
2019 Q3	$559K	Sell	12,412 -1,172	-9%	-$53K	0.2%	27
2019 Q2	$609K	Sell	13,584 -336	-2%	-$14.8K	0.22%	25
2019 Q1	$600K	Sell	13,920 -84	-0.6%	-$3.44K	0.23%	26
2018 Q4	$527K	Sell	14,004 -196	-1%	-$7.93K	0.22%	26
2018 Q3	$629K	Buy	+14,200	New	+$610K	0.24%	25

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Martel Wealth Advisors's IVW Position: Q4 2022 in Review

Martel Wealth Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2022, closing a stake of 5,098 shares — an estimated $295K sold.

Martel Wealth Advisors first reported a position in IVW in Q3 2018 and held it in 17 quarters. The position peaked at $1.6M in Q4 2020. 1,261 funds tracked by Wall St. Rank hold IVW as of Q4 2022.

Martel Wealth Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q4 2022 after selling out during the quarter.
Martel Wealth Advisors sold 5,098 iShares S&P 500 Growth ETF shares in Q4 2022, an estimated $295K.
Martel Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2018 and held it in 17 quarters.
Martel Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $1.6M in Q4 2020.
1,261 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2022.

Based on Martel Wealth Advisors's 13F filing for Q4 2022, filed 9 Oct 2024.