Rockland Trust’s iShares S&P 500 Growth ETF IVW Stock Holding History

Rockland Trust’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	-2,860	Closed	-$202K	–	290
2023 Q2	$202K	Sell	2,860 -3,004	-51%	-$199K	0.01%	286
2023 Q1	$375K	Buy	+5,864	New	+$358K	0.02%	222
2022 Q2	–	Sell	-2,989	Closed	-$228K	–	308
2022 Q1	$228K	Sell	2,989 -368	-11%	-$27.6K	0.01%	296
2021 Q4	$281K	Sell	3,357 -940	-22%	-$75.7K	0.02%	260
2021 Q3	$318K	Buy	+4,297	New	+$328K	0.02%	235

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

Rockland Trust's IVW Position: Q3 2023 in Review

Rockland Trust sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2023, closing a stake of 2,860 shares — an estimated $202K sold.

Rockland Trust first reported a position in IVW in Q3 2021 and held it in 5 quarters. The position peaked at $375K in Q1 2023. 1,405 funds tracked by Wall St. Rank hold IVW as of Q3 2023.

Rockland Trust reported no remaining iShares S&P 500 Growth ETF position as of Q3 2023 after selling out during the quarter.
Rockland Trust sold 2,860 iShares S&P 500 Growth ETF shares in Q3 2023, an estimated $202K.
Rockland Trust first reported a position in iShares S&P 500 Growth ETF in Q3 2021 and held it in 5 quarters.
Rockland Trust's iShares S&P 500 Growth ETF position peaked at $375K in Q1 2023.
1,405 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2023.

Based on Rockland Trust's 13F filing for Q3 2023, filed 26 Oct 2023.