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

TCI 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 Q2	–	Sell	-1,446	Closed	-$92.4K	–	1208
2023 Q1	$92.4K	Hold	1,446	–	–	0.01%	294
2022 Q4	$84.6K	Hold	1,446	–	–	0.01%	297
2022 Q3	$84K	Sell	1,446 -486	-25%	-$31.6K	0.01%	274
2022 Q2	$117K	Buy	1,932 +324	+20%	+$21.4K	0.02%	232
2022 Q1	$123K	Hold	1,608	–	–	0.02%	230
2021 Q4	$135K	Sell	1,608 -72	-4%	-$5.8K	0.02%	219
2021 Q3	$124K	Sell	1,680 -282	-14%	-$21.5K	0.02%	255
2021 Q2	$143K	Sell	1,962 -41	-2%	-$2.84K	0.02%	218
2021 Q1	$130K	Sell	2,003 -31	-2%	-$2K	0.06%	204
2020 Q4	$130K	Sell	2,034 -482	-19%	-$29.2K	0.06%	203
2020 Q3	$145K	Sell	2,516 -304	-11%	-$17.2K	0.06%	175
2020 Q2	$146K	Sell	2,820 -200	-7%	-$9.59K	0.06%	176
2020 Q1	$125K	Sell	3,020 -488	-14%	-$23.1K	0.06%	185
2019 Q4	$170K	Hold	3,508	–	–	0.07%	195
2019 Q3	$158K	Buy	3,508 +284	+9%	+$12.8K	0.07%	165
2019 Q2	$144K	Buy	3,224 +504	+19%	+$22.2K	0.06%	170
2019 Q1	$117K	Hold	2,720	–	–	0.05%	214
2018 Q4	$102K	Hold	2,720	–	–	0.05%	218
2018 Q3	$120K	Hold	2,720	–	–	0.05%	215
2018 Q2	$111K	Hold	2,720	–	–	0.05%	203
2018 Q1	$105K	Sell	2,720 -2,560	-48%	-$102K	0.05%	213
2017 Q4	$202K	Buy	+5,280	New	+$197K	0.09%	152
2017 Q1	–	Sell	-2,932	Closed	-$89K	–	1335
2016 Q4	$89K	Buy	+2,932	New	+$88.6K	0.05%	238
2014 Q1	–	Sell	-776	Closed	-$19K	–	901
2013 Q4	$19K	Buy	776 +636	+454%	+$15K	0.01%	343
2013 Q3	$3K	Hold	140	–	–	﹤0.01%	578
2013 Q2	$3K	Buy	+140	New	+$2.97K	﹤0.01%	535

Other funds holding IVW

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCI Wealth Advisors's IVW Position: Q2 2023 in Review

TCI Wealth Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2023, closing a stake of 1,446 shares — an estimated $92.4K sold.

TCI Wealth Advisors first reported a position in IVW in Q2 2013 and held it in 26 quarters. The position peaked at $202K in Q4 2017. 1,341 funds tracked by Wall St. Rank hold IVW as of Q2 2023.

TCI Wealth Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 1,446 iShares S&P 500 Growth ETF shares in Q2 2023, an estimated $92.4K.
TCI Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and held it in 26 quarters.
TCI Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $202K in Q4 2017.
1,341 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.