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Shilanski & Associates’s iShares S&P 500 Growth ETF IVW Stock Holding History

Shilanski & Associates’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 		– Sell
-5,348
Closed -$309K – 151
2022
Q3 		$309K Buy
+5,348
New +$347K 0.11% 97

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Shilanski & Associates's IVW Position: Q4 2022 in Review

Shilanski & Associates sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2022, closing a stake of 5,348 shares — an estimated $309K sold.

Shilanski & Associates first reported a position in IVW in Q3 2022 and held it in 1 quarter. The position peaked at $309K in Q3 2022. 1,261 funds tracked by Wall St. Rank hold IVW as of Q4 2022.

  • Shilanski & Associates reported no remaining iShares S&P 500 Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Shilanski & Associates sold 5,348 iShares S&P 500 Growth ETF shares in Q4 2022, an estimated $309K.
  • Shilanski & Associates first reported a position in iShares S&P 500 Growth ETF in Q3 2022 and held it in 1 quarter.
  • Shilanski & Associates's iShares S&P 500 Growth ETF position peaked at $309K in Q3 2022.
  • 1,261 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2022.

Based on Shilanski & Associates's 13F filing for Q4 2022, filed 31 Jan 2023.