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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$320K Buy
5,006
+12
+0.2% +$734 0.22% 90
2022
Q4
$292K Buy
+4,994
New +$300K 0.24% 92

Other funds holding IVW

True Capital Management's IVW Position: Q1 2023 in Review

True Capital Management increased its iShares S&P 500 Growth ETF (IVW) stake by 0.24% in Q1 2023, buying an estimated $734 and bringing the position to 5,006 shares worth $320K. The position accounts for 0.22% of the portfolio, ranked #90.

True Capital Management first reported a position in IVW in Q4 2022 and has held it in 2 quarters since. 1,258 funds tracked by Wall St. Rank hold IVW as of Q1 2023.

  • True Capital Management held 5,006 shares of iShares S&P 500 Growth ETF worth $320K as of Q1 2023.
  • True Capital Management bought 12 iShares S&P 500 Growth ETF shares in Q1 2023, an estimated $734.
  • iShares S&P 500 Growth ETF made up 0.22% of True Capital Management's portfolio in Q1 2023, its #90 holding.
  • True Capital Management first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 2 quarters since.
  • 1,258 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2023.

Based on True Capital Management's 13F filing for Q1 2023, filed 2 May 2023.