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Romano Brothers & Co’s iShares S&P 500 Growth ETF IVW Stock Holding History

Romano Brothers & Co’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
Q1 		– Sell
-1,677
Closed -$98.1K – 621
2022
Q4 		$98.1K Buy
+1,677
New +$101K 0.01% 377

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

Romano Brothers & Co's IVW Position: Q1 2023 in Review

Romano Brothers & Co sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2023, closing a stake of 1,677 shares — an estimated $98.1K sold.

Romano Brothers & Co first reported a position in IVW in Q4 2022 and held it in 1 quarter. The position peaked at $98.1K in Q4 2022. 1,258 funds tracked by Wall St. Rank hold IVW as of Q1 2023.

  • Romano Brothers & Co reported no remaining iShares S&P 500 Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 1,677 iShares S&P 500 Growth ETF shares in Q1 2023, an estimated $98.1K.
  • Romano Brothers & Co first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's iShares S&P 500 Growth ETF position peaked at $98.1K in Q4 2022.
  • 1,258 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.