Polaris Wealth Advisory Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Polaris Wealth Advisory Group’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 Q3	$10.3M	Buy	150,821 +19,309	+15%	+$1.37M	0.79%	47
2023 Q2	$9.27M	Buy	131,512 +7,381	+6%	+$488K	0.7%	54
2023 Q1	$7.93M	Buy	+124,131	New	+$7.59M	0.58%	56
2022 Q4	–	Sell	-112,569	Closed	-$6.5M	–	184
2022 Q3	$6.5M	Buy	+112,569	New	+$7.31M	0.54%	56
2022 Q2	–	Sell	-122,265	Closed	-$9.19M	–	157
2022 Q1	$9.19M	Buy	122,265 +3,849	+3%	+$289K	0.61%	51
2021 Q4	$9.91M	Sell	118,416 -5,597	-5%	-$451K	0.57%	56
2021 Q3	$9.34M	Buy	124,013 +1,886	+2%	+$144K	0.56%	58
2021 Q2	$8.91M	Buy	+122,127	New	+$8.45M	0.53%	58
2021 Q1	–	Sell	-115,037	Closed	-$7.45M	–	181
2020 Q4	$7.45M	Buy	115,037 +26,365	+30%	+$1.6M	0.56%	58
2020 Q3	$5.19M	Buy	88,672 +11,540	+15%	+$653K	0.49%	53
2020 Q2	$4.04M	Buy	77,132 +7,884	+11%	+$378K	0.32%	68
2020 Q1	$2.86M	Buy	+69,248	New	+$3.27M	0.31%	58
2017 Q4	–	Sell	-7,820	Closed	-$280K	–	155
2017 Q3	$280K	Sell	7,820 -2,756	-26%	-$97.1K	0.02%	124
2017 Q2	$362K	Buy	+10,576	New	+$358K	0.04%	101
2014 Q2	–	Sell	-200	Closed	-$5K	–	109
2014 Q1	$5K	Hold	200	–	–	﹤0.01%	149
2013 Q4	$5K	Hold	200	–	–	﹤0.01%	169
2013 Q3	$4.47K	Hold	200	–	–	﹤0.01%	130
2013 Q2	$4.2K	Buy	+200	New	+$4.24K	﹤0.01%	138

Other funds holding IVW

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Polaris Wealth Advisory Group's IVW Position: Q3 2023 in Review

Polaris Wealth Advisory Group increased its iShares S&P 500 Growth ETF (IVW) stake by 15% in Q3 2023, buying an estimated $1.37M and bringing the position to 150,821 shares worth $10.3M. The position accounts for 0.79% of the portfolio, ranked #47.

Polaris Wealth Advisory Group first reported a position in IVW in Q2 2013 and has held it in 18 quarters since. 1,407 funds tracked by Wall St. Rank hold IVW as of Q3 2023.

Polaris Wealth Advisory Group held 150,821 shares of iShares S&P 500 Growth ETF worth $10.3M as of Q3 2023.
Polaris Wealth Advisory Group bought 19,309 iShares S&P 500 Growth ETF shares in Q3 2023, an estimated $1.37M.
iShares S&P 500 Growth ETF made up 0.79% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #47 holding.
Polaris Wealth Advisory Group first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 18 quarters since.
1,407 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.