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

Peterson Wealth Services’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 Q2	–	Sell	-83,863	Closed	-$5.36M	–	93
2023 Q1	$5.36M	Sell	83,863 -44,345	-35%	-$2.71M	2.76%	6
2022 Q4	$7.5M	Buy	+128,208	New	+$7.7M	4.3%	6
2022 Q1	–	Sell	-2,420	Closed	-$202K	–	91
2021 Q4	$202K	Buy	+2,420	New	+$195K	0.13%	87

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

Peterson Wealth Services's IVW Position: Q2 2023 in Review

Peterson Wealth Services sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2023, closing a stake of 83,863 shares — an estimated $5.36M sold.

Peterson Wealth Services first reported a position in IVW in Q4 2021 and held it in 3 quarters. The position peaked at $7.5M in Q4 2022. 1,341 funds tracked by Wall St. Rank hold IVW as of Q2 2023.

Peterson Wealth Services reported no remaining iShares S&P 500 Growth ETF position as of Q2 2023 after selling out during the quarter.
Peterson Wealth Services sold 83,863 iShares S&P 500 Growth ETF shares in Q2 2023, an estimated $5.36M.
Peterson Wealth Services first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and held it in 3 quarters.
Peterson Wealth Services's iShares S&P 500 Growth ETF position peaked at $7.5M in Q4 2022.
1,341 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2023.

Based on Peterson Wealth Services's 13F filing for Q2 2023, filed 13 Jul 2023.