ULWM
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Upper Left Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Upper Left 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
2024
Q1 		– Sell
-22,310
Closed -$1.68M – 62
2023
Q4 		$1.68M Buy
22,310
+497
+2% +$35.4K 1.64% 21
2023
Q3 		$1.49M Sell
21,813
-25,577
-54% -$1.81M 1.55% 21
2023
Q2 		$3.34M Sell
47,390
-80
-0.2% -$5.29K 3.71% 10
2023
Q1 		$3.03M Buy
47,470
+11,580
+32% +$708K 3.44% 12
2022
Q4 		$2.1M Buy
+35,890
New +$2.16M 2.48% 18

Other funds holding IVW

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Upper Left Wealth Management's IVW Position: Q1 2024 in Review

Upper Left Wealth Management sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2024, closing a stake of 22,310 shares — an estimated $1.68M sold.

Upper Left Wealth Management first reported a position in IVW in Q4 2022 and held it in 5 quarters. The position peaked at $3.34M in Q2 2023. 1,596 funds tracked by Wall St. Rank hold IVW as of Q1 2024.

  • Upper Left Wealth Management reported no remaining iShares S&P 500 Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Upper Left Wealth Management sold 22,310 iShares S&P 500 Growth ETF shares in Q1 2024, an estimated $1.68M.
  • Upper Left Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and held it in 5 quarters.
  • Upper Left Wealth Management's iShares S&P 500 Growth ETF position peaked at $3.34M in Q2 2023.
  • 1,596 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2024.

Based on Upper Left Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.