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Phocas Financial Corp’s iShares S&P 500 Growth ETF IVW Stock Holding History

Phocas Financial Corp’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
Q1 		– Sell
-20
Closed -$1.17K – 248
2022
Q4 		$1.17K Buy
+20
New +$1.2K ﹤0.01% 319

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Bank of America
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Phocas Financial Corp's IVW Position: Q1 2023 in Review

Phocas Financial Corp sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2023, closing a stake of 20 shares — an estimated $1.17K sold.

Phocas Financial Corp first reported a position in IVW in Q4 2022 and held it in 1 quarter. The position peaked at $1.17K in Q4 2022. 1,258 funds tracked by Wall St. Rank hold IVW as of Q1 2023.

  • Phocas Financial Corp reported no remaining iShares S&P 500 Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Phocas Financial Corp sold 20 iShares S&P 500 Growth ETF shares in Q1 2023, an estimated $1.17K.
  • Phocas Financial Corp first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and held it in 1 quarter.
  • Phocas Financial Corp's iShares S&P 500 Growth ETF position peaked at $1.17K in Q4 2022.
  • 1,258 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2023.

Based on Phocas Financial Corp's 13F filing for Q1 2023, filed 13 Apr 2023.