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Ulrich Consultants & Investment Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Ulrich Consultants & Investment Group’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 		$924K Hold
13,106
– – 2.23% 10
2023
Q1 		$837K Hold
13,106
– – 1.75% 13
2022
Q4 		$767K Hold
13,106
– – 1.72% 13
2022
Q3 		$758K Hold
13,106
– – 0.58% 41
2022
Q2 		$791K Buy
+13,106
New +$867K 0.43% 58

Other funds holding IVW

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ulrich Consultants & Investment Group's IVW Position: Q2 2023 in Review

Ulrich Consultants & Investment Group held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2023 at 13,106 shares worth $924K. The position accounts for 2.23% of the portfolio, ranked #10.

Ulrich Consultants & Investment Group first reported a position in IVW in Q2 2022 and has held it in 5 quarters since. 1,341 funds tracked by Wall St. Rank hold IVW as of Q2 2023.

  • Ulrich Consultants & Investment Group held 13,106 shares of iShares S&P 500 Growth ETF worth $924K as of Q2 2023.
  • Ulrich Consultants & Investment Group left its iShares S&P 500 Growth ETF share count unchanged in Q2 2023.
  • iShares S&P 500 Growth ETF made up 2.23% of Ulrich Consultants & Investment Group's portfolio in Q2 2023, its #10 holding.
  • Ulrich Consultants & Investment Group first reported a position in iShares S&P 500 Growth ETF in Q2 2022 and has held it in 5 quarters since.
  • 1,341 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2023.

Based on Ulrich Consultants & Investment Group's 13F filing for Q2 2023, filed 7 Aug 2023.