V Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

V Wealth Advisors’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	$329K	Sell	4,803 -1,988	-29%	-$141K	0.26%	78
2023 Q2	$479K	Sell	6,791 -196	-3%	-$13K	0.08%	205
2023 Q1	$446K	Hold	6,987	–	–	0.08%	211
2022 Q4	$409K	Sell	6,987 -15,675	-69%	-$941K	0.08%	221
2022 Q3	$1.31M	Sell	22,662 -390	-2%	-$25.3K	0.26%	87
2022 Q2	$1.39M	Buy	23,052 +16,440	+249%	+$1.09M	0.26%	90
2022 Q1	$505K	Buy	6,612 +1,940	+42%	+$146K	0.08%	243
2021 Q4	$391K	Sell	4,672 -602	-11%	-$48.5K	0.06%	311
2021 Q3	$390K	Sell	5,274 -601	-10%	-$45.8K	0.06%	315
2021 Q2	$427K	Buy	5,875 +108	+2%	+$7.47K	0.07%	306
2021 Q1	$376K	Sell	5,767 -10,304	-64%	-$666K	0.07%	306
2020 Q4	$1.02M	Sell	16,071 -11,253	-41%	-$682K	0.21%	126
2020 Q3	$1.58M	Sell	27,324 -5,444	-17%	-$308K	1.09%	21
2020 Q2	$1.7M	Buy	32,768 +26,120	+393%	+$1.25M	0.44%	52
2020 Q1	$274K	Buy	+6,648	New	+$314K	0.09%	237
2017 Q3	–	Sell	-84	Closed	-$3K	–	454
2017 Q2	$3K	Buy	+84	New	+$2.85K	﹤0.01%	716
2017 Q1	–	Sell	-12,560	Closed	-$383K	–	193
2016 Q4	$383K	Sell	12,560 -152	-1%	-$4.59K	0.28%	105
2016 Q3	$387K	Buy	12,712 +992	+8%	+$30.1K	0.31%	95
2016 Q2	$342K	Hold	11,720	–	–	0.28%	106
2016 Q1	$341K	Buy	+11,720	New	+$322K	0.27%	94

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

V Wealth Advisors's IVW Position: Q3 2023 in Review

V Wealth Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 29% in Q3 2023, selling an estimated $141K and leaving 4,803 shares worth $329K. The position accounts for 0.26% of the portfolio, ranked #78.

V Wealth Advisors first reported a position in IVW in Q1 2016 and has held it in 20 quarters since. The position peaked at $1.7M in Q2 2020. 1,405 funds tracked by Wall St. Rank hold IVW as of Q3 2023.

V Wealth Advisors held 4,803 shares of iShares S&P 500 Growth ETF worth $329K as of Q3 2023.
V Wealth Advisors sold 1,988 iShares S&P 500 Growth ETF shares in Q3 2023, an estimated $141K.
iShares S&P 500 Growth ETF made up 0.26% of V Wealth Advisors's portfolio in Q3 2023, its #78 holding.
V Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2016 and has held it in 20 quarters since.
V Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $1.7M in Q2 2020.
1,405 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.