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Tandem Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Tandem Wealth 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
Q1 		– Sell
-4,649
Closed -$272K – 60
2022
Q4 		$272K Buy
+4,649
New +$279K 0.17% 38

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

Tandem Wealth Advisors's IVW Position: Q1 2023 in Review

Tandem Wealth Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2023, closing a stake of 4,649 shares — an estimated $272K sold.

Tandem Wealth Advisors first reported a position in IVW in Q4 2022 and held it in 1 quarter. The position peaked at $272K in Q4 2022. 1,258 funds tracked by Wall St. Rank hold IVW as of Q1 2023.

  • Tandem Wealth Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Tandem Wealth Advisors sold 4,649 iShares S&P 500 Growth ETF shares in Q1 2023, an estimated $272K.
  • Tandem Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and held it in 1 quarter.
  • Tandem Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $272K in Q4 2022.
  • 1,258 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2023.

Based on Tandem Wealth Advisors's 13F filing for Q1 2023, filed 7 Jul 2023.