Second Half Financial Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Second Half Financial Partners’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
2024 Q1	–	Sell	-8,473	Closed	-$636K	–	68
2023 Q4	$636K	Sell	8,473 -438	-5%	-$31.2K	0.31%	30
2023 Q3	$610K	Sell	8,911 -115,569	-93%	-$8.18M	0.3%	23
2023 Q2	$8.77M	Buy	124,480 +115,475	+1,282%	+$7.63M	2%	10
2023 Q1	$575K	Hold	9,005	–	–	0.34%	21
2022 Q4	$556K	Sell	9,005 -16	-0.2%	-$961	0.36%	26
2022 Q3	$522K	Buy	+9,021	New	+$586K	0.65%	22

Other funds holding IVW

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

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

Second Half Financial Partners's IVW Position: Q1 2024 in Review

Second Half Financial Partners sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2024, closing a stake of 8,473 shares — an estimated $636K sold.

Second Half Financial Partners first reported a position in IVW in Q3 2022 and held it in 6 quarters. The position peaked at $8.77M in Q2 2023. 1,596 funds tracked by Wall St. Rank hold IVW as of Q1 2024.

Second Half Financial Partners reported no remaining iShares S&P 500 Growth ETF position as of Q1 2024 after selling out during the quarter.
Second Half Financial Partners sold 8,473 iShares S&P 500 Growth ETF shares in Q1 2024, an estimated $636K.
Second Half Financial Partners first reported a position in iShares S&P 500 Growth ETF in Q3 2022 and held it in 6 quarters.
Second Half Financial Partners's iShares S&P 500 Growth ETF position peaked at $8.77M in Q2 2023.
1,596 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2024.

Based on Second Half Financial Partners's 13F filing for Q1 2024, filed 9 May 2024.