Telemus Capital’s iShares S&P 500 Growth ETF IVW Stock Holding History

Telemus Capital’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	-3,332	Closed	-$279K	–	364
2021 Q4	$279K	Buy	3,332 +560	+20%	+$45.1K	0.02%	316
2021 Q3	$205K	Sell	2,772 -35,020	-93%	-$2.67M	0.02%	333
2021 Q2	$2.75M	Hold	37,792	–	–	0.2%	97
2021 Q1	$2.55M	Hold	37,792	–	–	0.18%	107
2020 Q4	$2.41M	Hold	37,792	–	–	0.18%	102
2020 Q3	$2.26M	Buy	37,792 +11,452	+43%	+$648K	0.17%	108
2020 Q2	$1.43M	Buy	26,340 +9,376	+55%	+$449K	0.11%	143
2020 Q1	$847K	Buy	+16,964	New	+$802K	0.07%	188

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Telemus Capital's IVW Position: Q1 2022 in Review

Telemus Capital sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2022, closing a stake of 3,332 shares — an estimated $279K sold.

Telemus Capital first reported a position in IVW in Q1 2020 and held it in 8 quarters. The position peaked at $2.75M in Q2 2021. 1,298 funds tracked by Wall St. Rank hold IVW as of Q1 2022.

Telemus Capital reported no remaining iShares S&P 500 Growth ETF position as of Q1 2022 after selling out during the quarter.
Telemus Capital sold 3,332 iShares S&P 500 Growth ETF shares in Q1 2022, an estimated $279K.
Telemus Capital first reported a position in iShares S&P 500 Growth ETF in Q1 2020 and held it in 8 quarters.
Telemus Capital's iShares S&P 500 Growth ETF position peaked at $2.75M in Q2 2021.
1,298 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2022.

Based on Telemus Capital's 13F filing for Q1 2022, filed 6 Apr 2022.