Stone Asset Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Stone Asset 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 Q1	$223K	Hold	3,492	–	–	0.36%	33
2022 Q4	$204K	Buy	+3,492	New	+$210K	0.13%	42
2022 Q3	–	Sell	-55,275	Closed	-$3.34M	–	44
2022 Q2	$3.34M	Buy	55,275 +1,273	+2%	+$84.2K	2.1%	15
2022 Q1	$4.13M	Buy	+54,002	New	+$4.06M	2.3%	14

Other funds holding IVW

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

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

Stone Asset Management's IVW Position: Q1 2023 in Review

Stone Asset Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2023 at 3,492 shares worth $223K. The position accounts for 0.36% of the portfolio, ranked #33.

Stone Asset Management first reported a position in IVW in Q1 2022 and has held it in 4 quarters since. The position peaked at $4.13M in Q1 2022. 1,258 funds tracked by Wall St. Rank hold IVW as of Q1 2023.

Stone Asset Management held 3,492 shares of iShares S&P 500 Growth ETF worth $223K as of Q1 2023.
Stone Asset Management left its iShares S&P 500 Growth ETF share count unchanged in Q1 2023.
iShares S&P 500 Growth ETF made up 0.36% of Stone Asset Management's portfolio in Q1 2023, its #33 holding.
Stone Asset Management first reported a position in iShares S&P 500 Growth ETF in Q1 2022 and has held it in 4 quarters since.
Stone Asset Management's iShares S&P 500 Growth ETF position peaked at $4.13M in Q1 2022.
1,258 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2023.

Based on Stone Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.