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

Resolute Financial’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 		$419K Sell
7,163
-42
-0.6% -$2.52K 0.36% 68
2022
Q3 		$417K Buy
7,205
+13
+0.2% +$845 0.4% 62
2022
Q2 		$434K Buy
7,192
+820
+13% +$54.3K 0.38% 63
2022
Q1 		$487K Buy
6,372
+9
+0.1% +$676 0.4% 56
2021
Q4 		$532K Buy
+6,363
New +$513K 0.4% 58

Other funds holding IVW

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
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

Resolute Financial's IVW Position: Q4 2022 in Review

Resolute Financial reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.58% in Q4 2022, selling an estimated $2.52K and leaving 7,163 shares worth $419K. The position accounts for 0.36% of the portfolio, ranked #68.

Resolute Financial first reported a position in IVW in Q4 2021 and has held it in 5 quarters since. The position peaked at $532K in Q4 2021. 1,261 funds tracked by Wall St. Rank hold IVW as of Q4 2022.

  • Resolute Financial held 7,163 shares of iShares S&P 500 Growth ETF worth $419K as of Q4 2022.
  • Resolute Financial sold 42 iShares S&P 500 Growth ETF shares in Q4 2022, an estimated $2.52K.
  • iShares S&P 500 Growth ETF made up 0.36% of Resolute Financial's portfolio in Q4 2022, its #68 holding.
  • Resolute Financial first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 5 quarters since.
  • Resolute Financial's iShares S&P 500 Growth ETF position peaked at $532K in Q4 2021.
  • 1,261 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2022.

Based on Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.