River Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

River Wealth 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
2023 Q3	–	Sell	-2,961	Closed	-$209K	–	207
2023 Q2	$209K	Sell	2,961 -569	-16%	-$37.6K	0.04%	208
2023 Q1	$226K	Buy	+3,530	New	+$216K	0.04%	193
2022 Q2	–	Sell	-2,634	Closed	-$201K	–	221
2022 Q1	$201K	Hold	2,634	–	–	0.03%	220
2021 Q4	$220K	Buy	+2,634	New	+$212K	0.03%	216
2019 Q1	–	Sell	-1,300	Closed	-$49K	–	321
2018 Q4	$49K	Hold	1,300	–	–	0.02%	247
2018 Q3	$58K	Hold	1,300	–	–	0.02%	266
2018 Q2	$53K	Buy	+1,300	New	+$52.2K	0.02%	269

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

River Wealth Advisors's IVW Position: Q3 2023 in Review

River Wealth Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2023, closing a stake of 2,961 shares — an estimated $209K sold.

River Wealth Advisors first reported a position in IVW in Q2 2018 and held it in 7 quarters. The position peaked at $226K in Q1 2023. 1,405 funds tracked by Wall St. Rank hold IVW as of Q3 2023.

River Wealth Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q3 2023 after selling out during the quarter.
River Wealth Advisors sold 2,961 iShares S&P 500 Growth ETF shares in Q3 2023, an estimated $209K.
River Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2018 and held it in 7 quarters.
River Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $226K in Q1 2023.
1,405 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2023.

Based on River Wealth Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.