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Personal Capital Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Personal Capital 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 		$664K Sell
11,354
-137
-1% -$8.23K ﹤0.01% 266
2022
Q3 		$665K Buy
11,491
+113
+1% +$7.34K ﹤0.01% 256
2022
Q2 		$687K Buy
11,378
+1,301
+13% +$86.1K ﹤0.01% 254
2022
Q1 		$770K Sell
10,077
-6,054
-38% -$455K ﹤0.01% 267
2021
Q4 		$1.12M Buy
16,131
+5,143
+47% +$414K 0.01% 260
2021
Q3 		$812K Buy
10,988
+90
+0.8% +$6.86K ﹤0.01% 264
2021
Q2 		$793K Buy
10,898
+218
+2% +$15.1K ﹤0.01% 265
2021
Q1 		$695K Sell
10,680
-7,071
-40% -$457K ﹤0.01% 272
2020
Q4 		$1.13M Buy
17,751
+4,187
+31% +$254K 0.01% 243
2020
Q3 		$784K Sell
13,564
-336
-2% -$19K 0.01% 257
2020
Q2 		$721K Sell
13,900
-3,560
-20% -$171K 0.01% 239
2020
Q1 		$720K Sell
17,460
-1,996
-10% -$94.4K 0.01% 238
2019
Q4 		$942K Buy
19,456
+8,728
+81% +$405K 0.01% 236
2019
Q3 		$482K Buy
10,728
+548
+5% +$24.8K ﹤0.01% 250
2019
Q2 		$456K Buy
10,180
+1,012
+11% +$44.5K ﹤0.01% 243
2019
Q1 		$395K Buy
9,168
+3,692
+67% +$151K ﹤0.01% 247
2018
Q4 		$206K Buy
+5,476
New +$222K ﹤0.01% 296

Other funds holding IVW

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Personal Capital Advisors's IVW Position: Q4 2022 in Review

Personal Capital Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.2% in Q4 2022, selling an estimated $8.23K and leaving 11,354 shares worth $664K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Personal Capital Advisors first reported a position in IVW in Q4 2018 and has held it in 17 quarters since. The position peaked at $1.13M in Q4 2020. 1,262 funds tracked by Wall St. Rank hold IVW as of Q4 2022.

  • Personal Capital Advisors held 11,354 shares of iShares S&P 500 Growth ETF worth $664K as of Q4 2022.
  • Personal Capital Advisors sold 137 iShares S&P 500 Growth ETF shares in Q4 2022, an estimated $8.23K.
  • iShares S&P 500 Growth ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #266 holding.
  • Personal Capital Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 17 quarters since.
  • Personal Capital Advisors's iShares S&P 500 Growth ETF position peaked at $1.13M in Q4 2020.
  • 1,262 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.