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Parker Investment Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Parker Investment 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
2022
Q4 		– Sell
-24,020
Closed -$1.39M – 31
2022
Q3 		$1.39M Sell
24,020
-702
-3% -$45.6K 0.45% 14
2022
Q2 		$1.49M Sell
24,722
-106,385
-81% -$7.04M 0.34% 15
2022
Q1 		$10M Sell
131,107
-1,361,019
-91% -$102M 0.97% 14
2021
Q4 		$125M Buy
1,492,126
+712,505
+91% +$57.4M 19.48% 2
2021
Q3 		$57.6M Buy
779,621
+325,445
+72% +$24.8M 3.72% 3
2021
Q2 		$33M Buy
454,176
+242,110
+114% +$16.8M 4.38% 7
2021
Q1 		$13.8M Sell
212,066
-208
-0.1% -$13.4K 1.83% 12
2020
Q4 		$13.5M Sell
212,274
-2,142
-1% -$130K 2.33% 13
2020
Q3 		$12.4M Sell
214,416
-32,284
-13% -$1.83M 2.73% 9
2020
Q2 		$12.8M Sell
246,700
-280,236
-53% -$13.4M 3.06% 9
2020
Q1 		$21.7M Sell
526,936
-521,908
-50% -$24.7M 7.7% 5
2019
Q4 		$50.8M Sell
1,048,844
-26,308
-2% -$1.22M 12.48% 3
2019
Q3 		$48.4M Sell
1,075,152
-1,037,000
-49% -$46.9M 14.47% 1
2019
Q2 		$94.6M Buy
2,112,152
+475,216
+29% +$20.9M 28.89% 1
2019
Q1 		$70.5M Buy
1,636,936
+1,148,824
+235% +$47.1M 21.82% 1
2018
Q4 		$18.4M Buy
488,112
+459,520
+1,607% +$18.6M 6.95% 5
2018
Q3 		$1.27M Buy
28,592
+20,496
+253% +$881K 0.39% 14
2018
Q2 		$329K Buy
8,096
+440
+6% +$17.7K 0.11% 18
2018
Q1 		$296K Sell
7,656
-429,400
-98% -$17.1M 0.11% 19
2017
Q4 		$16.7M Buy
+437,056
New +$16.3M 6.1% 8

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Parker Investment Management's IVW Position: Q4 2022 in Review

Parker Investment Management sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2022, closing a stake of 24,020 shares — an estimated $1.39M sold.

Parker Investment Management first reported a position in IVW in Q4 2017 and held it in 20 quarters. The position peaked at $125M in Q4 2021. 1,261 funds tracked by Wall St. Rank hold IVW as of Q4 2022.

  • Parker Investment Management reported no remaining iShares S&P 500 Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Parker Investment Management sold 24,020 iShares S&P 500 Growth ETF shares in Q4 2022, an estimated $1.39M.
  • Parker Investment Management first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and held it in 20 quarters.
  • Parker Investment Management's iShares S&P 500 Growth ETF position peaked at $125M in Q4 2021.
  • 1,261 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2022.

Based on Parker Investment Management's 13F filing for Q4 2022, filed 25 Jan 2023.