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Stonebridge Financial Planning Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Stonebridge Financial Planning Group’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
Q1 		– Sell
-530
Closed -$40K – 235
2021
Q4 		$40K Hold
530
– – 0.02% 231
2021
Q3 		$43K Hold
530
– – 0.02% 233
2021
Q2 		$40K Hold
530
– – 0.02% 231
2021
Q1 		$36K Buy
+530
New +$34.3K 0.02% 239

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stonebridge Financial Planning Group's IVW Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2022, closing a stake of 530 shares — an estimated $40K sold.

Stonebridge Financial Planning Group first reported a position in IVW in Q1 2021 and held it in 4 quarters. The position peaked at $43K in Q3 2021. 1,298 funds tracked by Wall St. Rank hold IVW as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining iShares S&P 500 Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 530 iShares S&P 500 Growth ETF shares in Q1 2022, an estimated $40K.
  • Stonebridge Financial Planning Group first reported a position in iShares S&P 500 Growth ETF in Q1 2021 and held it in 4 quarters.
  • Stonebridge Financial Planning Group's iShares S&P 500 Growth ETF position peaked at $43K in Q3 2021.
  • 1,298 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.