Selective Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Selective Wealth Management’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 Q4	–	Sell	-3,265	Closed	-$223K	–	90
2023 Q3	$223K	Buy	3,265 +206	+7%	+$14.6K	0.12%	76
2023 Q2	$213K	Buy	+3,059	New	+$202K	0.11%	110
2022 Q4	–	Sell	-3,140	Closed	-$182K	–	425
2022 Q3	$182K	Hold	3,140	–	–	0.08%	138
2022 Q2	$189K	Sell	3,140 -64	-2%	-$4.24K	0.07%	148
2022 Q1	$245K	Hold	3,204	–	–	0.09%	113
2021 Q4	$268K	Hold	3,204	–	–	0.11%	95
2021 Q3	$237K	Buy	+3,204	New	+$244K	0.13%	91

Other funds holding IVW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

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

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

Selective Wealth Management's IVW Position: Q4 2023 in Review

Selective Wealth Management sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2023, closing a stake of 3,265 shares — an estimated $223K sold.

Selective Wealth Management first reported a position in IVW in Q3 2021 and held it in 7 quarters. The position peaked at $268K in Q4 2021. 1,548 funds tracked by Wall St. Rank hold IVW as of Q4 2023.

Selective Wealth Management reported no remaining iShares S&P 500 Growth ETF position as of Q4 2023 after selling out during the quarter.
Selective Wealth Management sold 3,265 iShares S&P 500 Growth ETF shares in Q4 2023, an estimated $223K.
Selective Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q3 2021 and held it in 7 quarters.
Selective Wealth Management's iShares S&P 500 Growth ETF position peaked at $268K in Q4 2021.
1,548 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2023.

Based on Selective Wealth Management's 13F filing for Q4 2023, filed 5 Jan 2024.