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

Outlook 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	-22,870	Closed	-$1.32M	–	189
2022 Q3	$1.32M	Sell	22,870 -566	-2%	-$36.8K	0.59%	41
2022 Q2	$1.42M	Sell	23,436 -1,694	-7%	-$112K	0.58%	39
2022 Q1	$1.92M	Sell	25,130 -292	-1%	-$21.9K	0.64%	30
2021 Q4	$2.13M	Sell	25,422 -1,447	-5%	-$117K	0.62%	32
2021 Q3	$1.99M	Sell	26,869 -3,474	-11%	-$265K	0.65%	38
2021 Q2	$2.21M	Sell	30,343 -10,907	-26%	-$755K	0.71%	37
2021 Q1	$2.69M	Sell	41,250 -276	-0.7%	-$17.8K	0.93%	28
2020 Q4	$2.65M	Sell	41,526 -1,130	-3%	-$68.5K	0.97%	24
2020 Q3	$2.46M	Sell	42,656 -3,932	-8%	-$223K	0.98%	22
2020 Q2	$2.42M	Sell	46,588 -2,392	-5%	-$115K	1.02%	23
2020 Q1	$2.02M	Sell	48,980 -11,084	-18%	-$524K	1.14%	21
2019 Q4	$2.91M	Buy	60,064 +5,088	+9%	+$236K	1.64%	16
2019 Q3	$2.47M	Buy	54,976 +46,692	+564%	+$2.11M	1.47%	13
2019 Q2	$371K	Buy	+8,284	New	+$364K	0.24%	102

Other funds holding IVW

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Outlook Wealth Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2022, closing a stake of 22,870 shares — an estimated $1.32M sold.

Outlook Wealth Advisors first reported a position in IVW in Q2 2019 and held it in 14 quarters. The position peaked at $2.91M in Q4 2019. 1,262 funds tracked by Wall St. Rank hold IVW as of Q4 2022.

Outlook Wealth Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q4 2022 after selling out during the quarter.
Outlook Wealth Advisors sold 22,870 iShares S&P 500 Growth ETF shares in Q4 2022, an estimated $1.32M.
Outlook Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2019 and held it in 14 quarters.
Outlook Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $2.91M in Q4 2019.
1,262 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2022.

Based on Outlook Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.