TimeScale Financial’s iShares S&P 500 Growth ETF IVW Stock Holding History

TimeScale Financial’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	$153K	Buy	2,177 +45	+2%	+$2.98K	0.03%	115
2023 Q1	$136K	Buy	2,132 +1,772	+492%	+$108K	0.03%	121
2022 Q4	$20.9K	Hold	360	–	–	0.01%	227
2022 Q3	$21K	Buy	360 +83	+30%	+$5.39K	0.01%	224
2022 Q2	$17K	Buy	+277	New	+$18.3K	﹤0.01%	235
2020 Q1	–	Sell	-192	Closed	-$9K	–	470
2019 Q4	$9K	Hold	192	–	–	﹤0.01%	373
2019 Q3	$9K	Hold	192	–	–	﹤0.01%	354
2019 Q2	$9K	Buy	+192	New	+$8.44K	﹤0.01%	369
2019 Q1	–	Sell	-14,936	Closed	-$563K	–	89
2018 Q4	$563K	Buy	+14,936	New	+$604K	0.33%	41

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

TimeScale Financial's IVW Position: Q2 2023 in Review

TimeScale Financial increased its iShares S&P 500 Growth ETF (IVW) stake by 2.1% in Q2 2023, buying an estimated $2.98K and bringing the position to 2,177 shares worth $153K. The position accounts for 0.03% of the portfolio, ranked #115.

TimeScale Financial first reported a position in IVW in Q4 2018 and has held it in 9 quarters since. The position peaked at $563K in Q4 2018. 1,341 funds tracked by Wall St. Rank hold IVW as of Q2 2023.

TimeScale Financial held 2,177 shares of iShares S&P 500 Growth ETF worth $153K as of Q2 2023.
TimeScale Financial bought 45 iShares S&P 500 Growth ETF shares in Q2 2023, an estimated $2.98K.
iShares S&P 500 Growth ETF made up 0.03% of TimeScale Financial's portfolio in Q2 2023, its #115 holding.
TimeScale Financial first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 9 quarters since.
TimeScale Financial's iShares S&P 500 Growth ETF position peaked at $563K in Q4 2018.
1,341 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.