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McElhenny Sheffield Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

McElhenny Sheffield Capital Management’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
Q1 		– Sell
-1,020
Closed -$59.7K – 347
2022
Q4 		$59.7K Buy
+1,020
New +$61.2K 0.03% 167

Other funds holding IVW

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

McElhenny Sheffield Capital Management's IVW Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2023, closing a stake of 1,020 shares — an estimated $59.7K sold.

McElhenny Sheffield Capital Management first reported a position in IVW in Q4 2022 and held it in 1 quarter. The position peaked at $59.7K in Q4 2022. 1,258 funds tracked by Wall St. Rank hold IVW as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining iShares S&P 500 Growth ETF position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 1,020 iShares S&P 500 Growth ETF shares in Q1 2023, an estimated $59.7K.
  • McElhenny Sheffield Capital Management first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's iShares S&P 500 Growth ETF position peaked at $59.7K in Q4 2022.
  • 1,258 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.