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

TRUADVICE’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 Q3	$1.27M	Sell	18,020 -5,035	-22%	-$356K	0.5%	62
2023 Q2	$1.62M	Sell	23,055 -7,048	-23%	-$466K	0.6%	51
2023 Q1	$1.95M	Buy	30,103 +26,622	+765%	+$1.63M	0.77%	31
2022 Q4	$209K	Buy	+3,481	New	+$209K	0.11%	153

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

TRUADVICE's IVW Position: Q3 2023 in Review

TRUADVICE reduced its iShares S&P 500 Growth ETF (IVW) stake by 22% in Q3 2023, selling an estimated $356K and leaving 18,020 shares worth $1.27M. The position accounts for 0.5% of the portfolio, ranked #62.

TRUADVICE first reported a position in IVW in Q4 2022 and has held it in 4 quarters since. The position peaked at $1.95M in Q1 2023. 1,405 funds tracked by Wall St. Rank hold IVW as of Q3 2023.

TRUADVICE held 18,020 shares of iShares S&P 500 Growth ETF worth $1.27M as of Q3 2023.
TRUADVICE sold 5,035 iShares S&P 500 Growth ETF shares in Q3 2023, an estimated $356K.
iShares S&P 500 Growth ETF made up 0.5% of TRUADVICE's portfolio in Q3 2023, its #62 holding.
TRUADVICE first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 4 quarters since.
TRUADVICE's iShares S&P 500 Growth ETF position peaked at $1.95M in Q1 2023.
1,405 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.