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

Naviter Wealth’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	-8,612	Closed	-$607K	–	229
2023 Q2	$607K	Buy	+8,612	New	+$569K	0.15%	163

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

Naviter Wealth's IVW Position: Q3 2023 in Review

Naviter Wealth sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2023, closing a stake of 8,612 shares — an estimated $607K sold.

Naviter Wealth first reported a position in IVW in Q2 2023 and held it in 1 quarter. The position peaked at $607K in Q2 2023. 1,405 funds tracked by Wall St. Rank hold IVW as of Q3 2023.

Naviter Wealth reported no remaining iShares S&P 500 Growth ETF position as of Q3 2023 after selling out during the quarter.
Naviter Wealth sold 8,612 iShares S&P 500 Growth ETF shares in Q3 2023, an estimated $607K.
Naviter Wealth first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and held it in 1 quarter.
Naviter Wealth's iShares S&P 500 Growth ETF position peaked at $607K in Q2 2023.
1,405 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2023.

Based on Naviter Wealth's 13F filing for Q3 2023, filed 14 Nov 2023.