YWP
IVW icon

YorkBridge Wealth Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

YorkBridge Wealth Partners’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
2022
Q4 		$3.89M Sell
66,447
-489
-0.7% -$29.4K 0.99% 23
2022
Q3 		$3.87M Hold
66,936
– – 1% 22
2022
Q2 		$4.04M Buy
66,936
+1,065
+2% +$70.5K 1.06% 19
2022
Q1 		$5.03M Buy
65,871
+4
+0% +$301 1.1% 19
2021
Q4 		$5.51M Buy
65,867
+5
+0% +$403 1.24% 19
2021
Q3 		$4.87M Buy
65,862
+190
+0.3% +$14.5K 1.22% 19
2021
Q2 		$4.78M Buy
65,672
+6
+0% +$415 1.25% 19
2021
Q1 		$4.28M Sell
65,666
-920
-1% -$59.5K 1.26% 19
2020
Q4 		$4.25M Buy
66,586
+1,598
+2% +$96.9K 1.42% 16
2020
Q3 		$3.75M Buy
64,988
+36
+0.1% +$2.04K 1.58% 17
2020
Q2 		$3.37M Buy
64,952
+572
+0.9% +$27.4K 1.54% 14
2020
Q1 		$2.66M Sell
64,380
-340
-0.5% -$16.1K 1.63% 11
2019
Q4 		$3.13M Buy
64,720
+20,572
+47% +$954K 1.44% 14
2019
Q3 		$1.99M Buy
44,148
+6,152
+16% +$278K 1% 27
2019
Q2 		$1.7M Sell
37,996
-280
-0.7% -$12.3K 0.76% 37
2019
Q1 		$1.65M Sell
38,276
-1,120
-3% -$45.9K 0.76% 38
2018
Q4 		$1.48M Sell
39,396
-136
-0.3% -$5.5K 0.79% 37
2018
Q3 		$1.76M Sell
39,532
-204
-0.5% -$8.77K 0.8% 30
2018
Q2 		$1.61M Hold
39,736
– – 0.71% 34
2018
Q1 		$1.55M Sell
39,736
-820
-2% -$32.7K 0.72% 35
2017
Q4 		$1.55M Buy
40,556
+48
+0.1% +$1.79K 0.75% 35
2017
Q3 		$1.45M Buy
40,508
+648
+2% +$22.8K 0.75% 33
2017
Q2 		$1.36M Buy
39,860
+36
+0.1% +$1.22K 0.72% 39
2017
Q1 		$1.34M Buy
39,824
+412
+1% +$13.2K 0.7% 38
2016
Q4 		$1.2M Buy
+39,412
New +$1.19M 0.71% 35

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

YorkBridge Wealth Partners's IVW Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.73% in Q4 2022, selling an estimated $29.4K and leaving 66,447 shares worth $3.89M. The position accounts for 0.99% of the portfolio, ranked #23.

YorkBridge Wealth Partners first reported a position in IVW in Q4 2016 and has held it in 25 quarters since. The position peaked at $5.51M in Q4 2021. 1,261 funds tracked by Wall St. Rank hold IVW as of Q4 2022.

  • YorkBridge Wealth Partners held 66,447 shares of iShares S&P 500 Growth ETF worth $3.89M as of Q4 2022.
  • YorkBridge Wealth Partners sold 489 iShares S&P 500 Growth ETF shares in Q4 2022, an estimated $29.4K.
  • iShares S&P 500 Growth ETF made up 0.99% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #23 holding.
  • YorkBridge Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's iShares S&P 500 Growth ETF position peaked at $5.51M in Q4 2021.
  • 1,261 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.