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Steel Grove Capital Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Steel Grove Capital Advisors’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
Q2 		– Sell
-4,604
Closed -$294K – 201
2023
Q1 		$294K Buy
+4,604
New +$281K 0.04% 140
2019
Q1 		– Sell
-214,292
Closed -$8.07M – 189
2018
Q4 		$8.07M Buy
214,292
+1,188
+0.6% +$48.1K 1.14% 18
2018
Q3 		$9.46M Buy
213,104
+25,592
+14% +$1.1M 1.32% 11
2018
Q2 		$7.64M Buy
187,512
+4,116
+2% +$165K 1.23% 13
2018
Q1 		$7.11M Buy
183,396
+3,560
+2% +$142K 1.12% 29
2017
Q4 		$6.87M Buy
179,836
+276
+0.2% +$10.3K 1.03% 39
2017
Q3 		$6.44M Sell
179,560
-20,032
-10% -$706K 1.16% 28
2017
Q2 		$6.85M Buy
199,592
+40,320
+25% +$1.37M 1.22% 22
2017
Q1 		$5.24M Buy
159,272
+13,052
+9% +$419K 0.92% 43
2016
Q4 		$4.45M Buy
146,220
+596
+0.4% +$18K 0.89% 45
2016
Q3 		$4.43M Buy
145,624
+476
+0.3% +$14.4K 1% 34
2016
Q2 		$4.23M Buy
145,148
+48,816
+51% +$1.42M 1.04% 35
2016
Q1 		$2.79M Sell
96,332
-1,760
-2% -$48.4K 0.71% 55
2015
Q4 		$2.84M Buy
98,092
+400
+0.4% +$11.6K 0.7% 50
2015
Q3 		$2.64M Hold
97,692
– – 0.66% 58
2015
Q2 		$2.78M Sell
97,692
-196
-0.2% -$5.68K 0.62% 59
2015
Q1 		$2.79M Buy
+97,888
New +$2.78M 0.63% 58
2014
Q3 		$2.64M Sell
98,804
-2,056
-2% -$54.8K 0.62% 61
2014
Q2 		$2.65M Buy
100,860
+27,148
+37% +$689K 0.63% 63
2014
Q1 		$1.84M Buy
73,712
+38,368
+109% +$948K 0.46% 62
2013
Q4 		$873K Buy
35,344
+13,512
+62% +$318K 0.22% 81
2013
Q3 		$488K Buy
21,832
+1,104
+5% +$24.4K 0.14% 86
2013
Q2 		$437K Buy
+20,728
New +$439K 0.14% 87

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

Steel Grove Capital Advisors's IVW Position: Q2 2023 in Review

Steel Grove Capital Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2023, closing a stake of 4,604 shares — an estimated $294K sold.

Steel Grove Capital Advisors first reported a position in IVW in Q2 2013 and held it in 23 quarters. The position peaked at $9.46M in Q3 2018. 1,341 funds tracked by Wall St. Rank hold IVW as of Q2 2023.

  • Steel Grove Capital Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 4,604 iShares S&P 500 Growth ETF shares in Q2 2023, an estimated $294K.
  • Steel Grove Capital Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and held it in 23 quarters.
  • Steel Grove Capital Advisors's iShares S&P 500 Growth ETF position peaked at $9.46M in Q3 2018.
  • 1,341 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2023.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2023, filed 13 Jul 2023.