Retireful LLC’s iShares S&P 500 Growth ETF IVW Stock Holding History

Retireful LLC’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 Q2	–	Sell	-3,469	Closed	-$234K	–	14
2022 Q1	$234K	Buy	+3,469	New	+$261K	5.63%	10

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Retireful LLC's IVW Position: Q2 2022 in Review

Retireful LLC sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2022, closing a stake of 3,469 shares — an estimated $234K sold.

Retireful LLC first reported a position in IVW in Q1 2022 and held it in 1 quarter. The position peaked at $234K in Q1 2022. 1,208 funds tracked by Wall St. Rank hold IVW as of Q2 2022.

Retireful LLC reported no remaining iShares S&P 500 Growth ETF position as of Q2 2022 after selling out during the quarter.
Retireful LLC sold 3,469 iShares S&P 500 Growth ETF shares in Q2 2022, an estimated $234K.
Retireful LLC first reported a position in iShares S&P 500 Growth ETF in Q1 2022 and held it in 1 quarter.
Retireful LLC's iShares S&P 500 Growth ETF position peaked at $234K in Q1 2022.
1,208 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2022.

Based on Retireful LLC's 13F filing for Q2 2022, filed 22 Jul 2022.