Titus Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Titus Wealth Management’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 Q2	$618K	Buy	10,248 +2	+0%	+$132	0.31%	57
2022 Q1	$783K	Buy	10,246 +2,099	+26%	+$158K	0.35%	48
2021 Q4	$682K	Buy	8,147 +351	+5%	+$28.3K	0.31%	55
2021 Q3	$576K	Buy	7,796 +1	+0%	+$76	0.3%	58
2021 Q2	$567K	Buy	7,795 +494	+7%	+$34.2K	0.31%	56
2021 Q1	$475K	Buy	7,301 +379	+5%	+$24.5K	0.28%	64
2020 Q4	$442K	Buy	6,922 +606	+10%	+$36.7K	0.27%	71
2020 Q3	$365K	Buy	6,316 +336	+6%	+$19K	0.26%	69
2020 Q2	$310K	Buy	5,980 +352	+6%	+$16.9K	0.24%	76
2020 Q1	$232K	Buy	5,628 +120	+2%	+$5.67K	0.22%	83
2019 Q4	$267K	Buy	5,508 +4	+0.1%	+$185	0.27%	79
2019 Q3	$248K	Buy	5,504 +504	+10%	+$22.8K	0.23%	82
2019 Q2	$224K	Sell	5,000 -1,064	-18%	-$46.8K	0.22%	83
2019 Q1	$261	Buy	6,064 +120	+2%	+$4.92K	0.23%	82
2018 Q4	$223	Sell	5,944 -116	-2%	-$4.69K	0.19%	84
2018 Q3	$268K	Buy	6,060 +1,020	+20%	+$43.8K	0.23%	76
2018 Q2	$205K	Buy	+5,040	New	+$202K	0.22%	83

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Titus Wealth Management's IVW Position: Q2 2022 in Review

Titus Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 0.02% in Q2 2022, buying an estimated $132 and bringing the position to 10,248 shares worth $618K. The position accounts for 0.31% of the portfolio, ranked #57.

Titus Wealth Management first reported a position in IVW in Q2 2018 and has held it in 17 quarters since. The position peaked at $783K in Q1 2022. 1,208 funds tracked by Wall St. Rank hold IVW as of Q2 2022.

Titus Wealth Management held 10,248 shares of iShares S&P 500 Growth ETF worth $618K as of Q2 2022.
Titus Wealth Management bought 2 iShares S&P 500 Growth ETF shares in Q2 2022, an estimated $132.
iShares S&P 500 Growth ETF made up 0.31% of Titus Wealth Management's portfolio in Q2 2022, its #57 holding.
Titus Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q2 2018 and has held it in 17 quarters since.
Titus Wealth Management's iShares S&P 500 Growth ETF position peaked at $783K in Q1 2022.
1,208 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.