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

McClarren 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
2023 Q3	–	Sell	-564	Closed	-$39.9K	–	364
2023 Q2	$39K	Buy	564 +2	+0.4%	+$132	0.03%	169
2023 Q1	$35K	Buy	562 +1	+0.2%	+$61	0.03%	167
2022 Q4	$32K	Buy	561 +2	+0.4%	+$120	0.03%	177
2022 Q3	$32K	Buy	+559	New	+$36.3K	0.03%	165
2022 Q2	–	Sell	-557	Closed	-$42K	–	143
2022 Q1	$42K	Hold	557	–	–	0.03%	136
2021 Q4	$47K	Buy	557 +2	+0.4%	+$161	0.03%	145
2021 Q3	$41K	Hold	555	–	–	0.03%	130
2021 Q2	$40K	Buy	555 +1	+0.2%	+$69	0.03%	135
2021 Q1	$36K	Buy	554 +1	+0.2%	+$65	0.03%	126
2020 Q4	$35K	Buy	+553	New	+$33.5K	0.03%	118

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

McClarren Financial Advisors's IVW Position: Q3 2023 in Review

McClarren Financial Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2023, closing a stake of 564 shares — an estimated $39.9K sold.

McClarren Financial Advisors first reported a position in IVW in Q4 2020 and held it in 10 quarters. The position peaked at $47K in Q4 2021. 1,405 funds tracked by Wall St. Rank hold IVW as of Q3 2023.

McClarren Financial Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q3 2023 after selling out during the quarter.
McClarren Financial Advisors sold 564 iShares S&P 500 Growth ETF shares in Q3 2023, an estimated $39.9K.
McClarren Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and held it in 10 quarters.
McClarren Financial Advisors's iShares S&P 500 Growth ETF position peaked at $47K in Q4 2021.
1,405 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2023.

Based on McClarren Financial Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.