Syverson Strege & Co’s iShares S&P 500 Growth ETF IVW Stock Holding History

Syverson Strege & Co’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	-1,020	Closed	-$65.2K	–	337
2023 Q1	$65.2K	Hold	1,020	–	–	0.03%	111
2022 Q4	$59.7K	Hold	1,020	–	–	0.03%	117
2022 Q3	$59K	Hold	1,020	–	–	0.03%	114
2022 Q2	$62K	Hold	1,020	–	–	0.02%	118
2022 Q1	$78K	Hold	1,020	–	–	0.08%	102
2021 Q4	$85K	Hold	1,020	–	–	0.06%	103
2021 Q3	$75K	Hold	1,020	–	–	0.06%	108
2021 Q2	$74K	Hold	1,020	–	–	0.07%	104
2021 Q1	$66K	Hold	1,020	–	–	0.07%	104
2020 Q4	$65K	Buy	+1,020	New	+$61.8K	0.06%	103

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

Syverson Strege & Co's IVW Position: Q2 2023 in Review

Syverson Strege & Co sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2023, closing a stake of 1,020 shares — an estimated $65.2K sold.

Syverson Strege & Co first reported a position in IVW in Q4 2020 and held it in 10 quarters. The position peaked at $85K in Q4 2021. 1,341 funds tracked by Wall St. Rank hold IVW as of Q2 2023.

Syverson Strege & Co reported no remaining iShares S&P 500 Growth ETF position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 1,020 iShares S&P 500 Growth ETF shares in Q2 2023, an estimated $65.2K.
Syverson Strege & Co first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's iShares S&P 500 Growth ETF position peaked at $85K in Q4 2021.
1,341 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.