Sargent Bickham Lagudis’s iShares S&P 500 Growth ETF IVW Stock Holding History

Sargent Bickham Lagudis’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 Q4	$103K	Buy	1,756 +2	+0.1%	+$120	0.01%	335
2022 Q3	$101K	Hold	1,754	–	–	0.01%	317
2022 Q2	$106K	Buy	1,754 +1	+0.1%	+$66	0.01%	314
2022 Q1	$134K	Sell	1,753 -100	-5%	-$7.51K	0.01%	300
2021 Q4	$155K	Buy	1,853 +858	+86%	+$69.1K	0.01%	273
2021 Q3	$74K	Hold	995	–	–	0.01%	374
2021 Q2	$72K	Hold	995	–	–	0.01%	393
2021 Q1	$65K	Hold	995	–	–	0.01%	395
2020 Q4	$64K	Buy	995 +379	+62%	+$23K	0.01%	390
2020 Q3	$36K	Sell	616 -76	-11%	-$4.3K	﹤0.01%	430
2020 Q2	$36K	Hold	692	–	–	﹤0.01%	404
2020 Q1	$29K	Hold	692	–	–	﹤0.01%	406
2019 Q4	$33K	Buy	692 +152	+28%	+$7.05K	﹤0.01%	440
2019 Q3	$24K	Hold	540	–	–	﹤0.01%	443
2019 Q2	$24K	Sell	540 -416	-44%	-$18.3K	﹤0.01%	461
2019 Q1	$41K	Hold	956	–	–	﹤0.01%	418
2018 Q4	$36K	Hold	956	–	–	﹤0.01%	409
2018 Q3	$42K	Hold	956	–	–	0.01%	395
2018 Q2	$39K	Hold	956	–	–	﹤0.01%	397
2018 Q1	$37K	Hold	956	–	–	﹤0.01%	408
2017 Q4	$37K	Hold	956	–	–	﹤0.01%	413
2017 Q3	$34K	Hold	956	–	–	﹤0.01%	428
2017 Q2	$33K	Hold	956	–	–	﹤0.01%	421
2017 Q1	$31K	Buy	956 +416	+77%	+$13.3K	﹤0.01%	430
2016 Q4	$16K	Sell	540 -3,552	-87%	-$107K	﹤0.01%	494
2016 Q3	$124K	Buy	4,092 +540	+15%	+$16.4K	0.02%	247
2016 Q2	$104K	Sell	3,552 -508	-13%	-$14.7K	0.02%	267
2016 Q1	$118K	Buy	+4,060	New	+$112K	0.02%	260

Other funds holding IVW

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sargent Bickham Lagudis's IVW Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its iShares S&P 500 Growth ETF (IVW) stake by 0.11% in Q4 2022, buying an estimated $120 and bringing the position to 1,756 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #335.

Sargent Bickham Lagudis first reported a position in IVW in Q1 2016 and has held it in 28 quarters since. The position peaked at $155K in Q4 2021. 1,262 funds tracked by Wall St. Rank hold IVW as of Q4 2022.

Sargent Bickham Lagudis held 1,756 shares of iShares S&P 500 Growth ETF worth $103K as of Q4 2022.
Sargent Bickham Lagudis bought 2 iShares S&P 500 Growth ETF shares in Q4 2022, an estimated $120.
iShares S&P 500 Growth ETF made up 0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #335 holding.
Sargent Bickham Lagudis first reported a position in iShares S&P 500 Growth ETF in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's iShares S&P 500 Growth ETF position peaked at $155K in Q4 2021.
1,262 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.