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

Personal Wealth Partners’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 Q2	–	Sell	-123,909	Closed	-$9.46M	–	35
2022 Q1	$9.46M	Sell	123,909 -4,436	-3%	-$333K	4.13%	7
2021 Q4	$10.7M	Sell	128,345 -10,847	-8%	-$874K	4.43%	7
2021 Q3	$10.3M	Sell	139,192 -4,708	-3%	-$359K	4.34%	8
2021 Q2	$10.5M	Sell	143,900 -3,108	-2%	-$215K	4.22%	8
2021 Q1	$9.57M	Sell	147,008 -436	-0.3%	-$28.2K	4.32%	6
2020 Q4	$9.41M	Sell	147,444 -360	-0.2%	-$21.8K	4.4%	5
2020 Q3	$8.54M	Buy	147,804 +48	+0%	+$2.72K	4.48%	6
2020 Q2	$7.66M	Sell	147,756 -10,468	-7%	-$502K	4.2%	7
2020 Q1	$6.53M	Sell	158,224 -51,324	-24%	-$2.43M	3.92%	8
2019 Q4	$10.1M	Sell	209,548 -31,060	-13%	-$1.44M	4.37%	7
2019 Q3	$10.8M	Sell	240,608 -7,244	-3%	-$328K	5%	7
2019 Q2	$11.1M	Sell	247,852 -7,284	-3%	-$320K	5.31%	5
2019 Q1	$11M	Buy	+255,136	New	+$10.5M	5.84%	5

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Personal Wealth Partners's IVW Position: Q2 2022 in Review

Personal Wealth Partners sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2022, closing a stake of 123,909 shares — an estimated $9.46M sold.

Personal Wealth Partners first reported a position in IVW in Q1 2019 and held it in 13 quarters. The position peaked at $11.1M in Q2 2019. 1,208 funds tracked by Wall St. Rank hold IVW as of Q2 2022.

Personal Wealth Partners reported no remaining iShares S&P 500 Growth ETF position as of Q2 2022 after selling out during the quarter.
Personal Wealth Partners sold 123,909 iShares S&P 500 Growth ETF shares in Q2 2022, an estimated $9.46M.
Personal Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q1 2019 and held it in 13 quarters.
Personal Wealth Partners's iShares S&P 500 Growth ETF position peaked at $11.1M in Q2 2019.
1,208 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.