Quad-Cities Investment Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Quad-Cities Investment 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
2022 Q4	–	Sell	-3,460	Closed	-$200K	–	182
2022 Q3	$200K	Sell	3,460 -286	-8%	-$18.6K	0.16%	151
2022 Q2	$226K	Sell	3,746 -17	-0.5%	-$1.13K	0.17%	142
2022 Q1	$287K	Sell	3,763 -810	-18%	-$60.9K	0.18%	129
2021 Q4	$383K	Buy	4,573 +1,165	+34%	+$93.9K	0.24%	104
2021 Q3	$252K	Buy	3,408 +41	+1%	+$3.13K	0.18%	137
2021 Q2	$245K	Buy	3,367 +261	+8%	+$18.1K	0.17%	143
2021 Q1	$202K	Sell	3,106 -150	-5%	-$9.7K	0.15%	152
2020 Q4	$208K	Sell	3,256 -436	-12%	-$26.4K	0.17%	140
2020 Q3	$213K	Buy	+3,692	New	+$209K	0.2%	123
2020 Q1	–	Sell	-4,320	Closed	-$209K	–	162
2019 Q4	$209K	Hold	4,320	–	–	0.2%	141
2019 Q3	$194K	Hold	4,320	–	–	0.16%	140
2019 Q2	$194K	Buy	+4,320	New	+$190K	0.17%	130

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Quad-Cities Investment Group's IVW Position: Q4 2022 in Review

Quad-Cities Investment Group sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2022, closing a stake of 3,460 shares — an estimated $200K sold.

Quad-Cities Investment Group first reported a position in IVW in Q2 2019 and held it in 12 quarters. The position peaked at $383K in Q4 2021. 1,261 funds tracked by Wall St. Rank hold IVW as of Q4 2022.

Quad-Cities Investment Group reported no remaining iShares S&P 500 Growth ETF position as of Q4 2022 after selling out during the quarter.
Quad-Cities Investment Group sold 3,460 iShares S&P 500 Growth ETF shares in Q4 2022, an estimated $200K.
Quad-Cities Investment Group first reported a position in iShares S&P 500 Growth ETF in Q2 2019 and held it in 12 quarters.
Quad-Cities Investment Group's iShares S&P 500 Growth ETF position peaked at $383K in Q4 2021.
1,261 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2022.

Based on Quad-Cities Investment Group's 13F filing for Q4 2022, filed 14 Feb 2023.