Wharton Business Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Wharton Business 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 Q4	–	Sell	-5,376	Closed	-$368K	–	136
2023 Q3	$368K	Buy	5,376 +205	+4%	+$14.5K	0.02%	109
2023 Q2	$364K	Hold	5,171	–	–	0.02%	102
2023 Q1	$330K	Hold	5,171	–	–	0.02%	111
2022 Q4	$303K	Buy	5,171 +795	+18%	+$47.7K	0.02%	115
2022 Q3	$253K	Hold	4,376	–	–	0.02%	118
2022 Q2	$264K	Hold	4,376	–	–	0.02%	115
2022 Q1	$334K	Buy	4,376 +990	+29%	+$74.4K	0.02%	107
2021 Q4	$283K	Buy	+3,386	New	+$273K	0.02%	112
2021 Q3	–	Sell	-3,386	Closed	-$246K	–	101
2021 Q2	$246K	Hold	3,386	–	–	0.02%	107
2021 Q1	$220K	Buy	3,386 +130	+4%	+$8.4K	0.02%	114
2020 Q4	$208K	Sell	3,256 -340	-9%	-$20.6K	0.02%	107
2020 Q3	$208K	Sell	3,596 -360	-9%	-$20.4K	0.02%	106
2020 Q2	$205K	Buy	+3,956	New	+$190K	0.02%	108

Other funds holding IVW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

Wharton Business Group's IVW Position: Q4 2023 in Review

Wharton Business Group sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2023, closing a stake of 5,376 shares — an estimated $368K sold.

Wharton Business Group first reported a position in IVW in Q2 2020 and held it in 13 quarters. The position peaked at $368K in Q3 2023. 1,548 funds tracked by Wall St. Rank hold IVW as of Q4 2023.

Wharton Business Group reported no remaining iShares S&P 500 Growth ETF position as of Q4 2023 after selling out during the quarter.
Wharton Business Group sold 5,376 iShares S&P 500 Growth ETF shares in Q4 2023, an estimated $368K.
Wharton Business Group first reported a position in iShares S&P 500 Growth ETF in Q2 2020 and held it in 13 quarters.
Wharton Business Group's iShares S&P 500 Growth ETF position peaked at $368K in Q3 2023.
1,548 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2023.

Based on Wharton Business Group's 13F filing for Q4 2023, filed 7 Feb 2024.