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

Ten Capital 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	-84	Closed	-$5.37K	–	360
2023 Q1	$5.37K	Hold	84	–	–	﹤0.01%	417
2022 Q4	$4.91K	Hold	84	–	–	﹤0.01%	389
2022 Q3	$5K	Hold	84	–	–	﹤0.01%	408
2022 Q2	$5K	Hold	84	–	–	﹤0.01%	329
2022 Q1	$6K	Hold	84	–	–	﹤0.01%	352
2021 Q4	$7K	Hold	84	–	–	﹤0.01%	339
2021 Q3	$6K	Hold	84	–	–	﹤0.01%	306
2021 Q2	$6K	Hold	84	–	–	﹤0.01%	356
2021 Q1	$5K	Hold	84	–	–	﹤0.01%	298
2020 Q4	$5K	Buy	+84	New	+$5.09K	﹤0.01%	302

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

Ten Capital Wealth Advisors's IVW Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2023, closing a stake of 84 shares — an estimated $5.37K sold.

Ten Capital Wealth Advisors first reported a position in IVW in Q4 2020 and held it in 10 quarters. The position peaked at $7K in Q4 2021. 1,341 funds tracked by Wall St. Rank hold IVW as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 84 iShares S&P 500 Growth ETF shares in Q2 2023, an estimated $5.37K.
Ten Capital Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and held it in 10 quarters.
Ten Capital Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $7K in Q4 2021.
1,341 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.