Rex Capital Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Rex Capital Advisors’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	-2,648	Closed	-$202K	–	22
2022 Q1	$202K	Hold	2,648	–	–	0.12%	22
2021 Q4	$222K	Buy	+2,648	New	+$213K	0.12%	23
2021 Q1	–	Sell	-3,243	Closed	-$207K	–	22
2020 Q4	$207K	Buy	+3,243	New	+$197K	0.16%	22
2020 Q3	–	Sell	-4,372	Closed	-$227K	–	20
2020 Q2	$227K	Buy	+4,372	New	+$210K	0.19%	13
2020 Q1	–	Sell	-4,796	Closed	-$232K	–	16
2019 Q4	$232K	Sell	4,796 -1,056	-18%	-$48.9K	0.18%	13
2019 Q3	$263K	Sell	5,852 -1,320	-18%	-$59.7K	0.23%	13
2019 Q2	$321K	Hold	7,172	–	–	0.26%	12
2019 Q1	$309K	Hold	7,172	–	–	0.26%	13
2018 Q4	$270K	Hold	7,172	–	–	0.26%	12
2018 Q3	$318K	Hold	7,172	–	–	0.27%	14
2018 Q2	$292K	Hold	7,172	–	–	0.25%	12
2018 Q1	$278K	Hold	7,172	–	–	0.24%	13
2017 Q4	$274K	Hold	7,172	–	–	0.24%	13
2017 Q3	$257K	Hold	7,172	–	–	0.2%	30
2017 Q2	$245K	Hold	7,172	–	–	0.2%	27
2017 Q1	$236K	Hold	7,172	–	–	0.2%	26
2016 Q4	$218K	Hold	7,172	–	–	0.2%	25
2016 Q3	$218K	Buy	+7,172	New	+$217K	0.24%	21

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

Rex Capital Advisors's IVW Position: Q2 2022 in Review

Rex Capital Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2022, closing a stake of 2,648 shares — an estimated $202K sold.

Rex Capital Advisors first reported a position in IVW in Q3 2016 and held it in 18 quarters. The position peaked at $321K in Q2 2019. 1,208 funds tracked by Wall St. Rank hold IVW as of Q2 2022.

Rex Capital Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q2 2022 after selling out during the quarter.
Rex Capital Advisors sold 2,648 iShares S&P 500 Growth ETF shares in Q2 2022, an estimated $202K.
Rex Capital Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2016 and held it in 18 quarters.
Rex Capital Advisors's iShares S&P 500 Growth ETF position peaked at $321K in Q2 2019.
1,208 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2022.

Based on Rex Capital Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.