Zeke Capital Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Zeke Capital 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
2022 Q4	$1.69M	Hold	28,860	–	–	0.11%	90
2022 Q3	$1.67M	Hold	28,860	–	–	0.12%	82
2022 Q2	$1.74M	Hold	28,860	–	–	0.12%	88
2022 Q1	$2.2M	Hold	28,860	–	–	0.11%	88
2021 Q4	$2.42M	Hold	28,860	–	–	0.14%	51
2021 Q3	$2.13M	Hold	28,860	–	–	0.12%	59
2021 Q2	$2.1M	Hold	28,860	–	–	0.13%	67
2021 Q1	$1.88M	Hold	28,860	–	–	0.13%	63
2020 Q4	$1.84M	Hold	28,860	–	–	0.15%	57
2020 Q3	$1.67M	Hold	28,860	–	–	0.19%	40
2020 Q2	$1.5M	Hold	28,860	–	–	0.29%	39
2020 Q1	$1.19M	Hold	28,860	–	–	0.34%	41
2019 Q4	$1.4M	Hold	28,860	–	–	0.12%	148
2019 Q3	$1.3M	Hold	28,860	–	–	0.11%	148
2019 Q2	$1.29M	Hold	28,860	–	–	0.12%	145
2019 Q1	$1.24M	Hold	28,860	–	–	0.12%	150
2018 Q4	$1.09M	Hold	28,860	–	–	0.1%	184
2018 Q3	$1.28M	Hold	28,860	–	–	0.1%	185
2018 Q2	$1.17M	Buy	28,860 +1,012	+4%	+$40.6K	0.11%	160
2018 Q1	$1.08M	Hold	27,848	–	–	0.1%	180
2017 Q4	$1.06M	Hold	27,848	–	–	0.11%	154
2017 Q3	$998K	Hold	27,848	–	–	0.14%	121
2017 Q2	$953K	Hold	27,848	–	–	0.18%	74
2017 Q1	$916K	Hold	27,848	–	–	0.19%	65
2016 Q4	$848K	Hold	27,848	–	–	0.23%	47
2016 Q3	$844K	Hold	27,848	–	–	0.38%	18
2016 Q2	$812K	Hold	27,848	–	–	0.45%	10
2016 Q1	$807K	Buy	+27,848	New	+$766K	0.44%	10

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Zeke Capital Advisors's IVW Position: Q4 2022 in Review

Zeke Capital Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q4 2022 at 28,860 shares worth $1.69M. The position accounts for 0.11% of the portfolio, ranked #90.

Zeke Capital Advisors first reported a position in IVW in Q1 2016 and has held it in 28 quarters since. The position peaked at $2.42M in Q4 2021. 1,261 funds tracked by Wall St. Rank hold IVW as of Q4 2022.

Zeke Capital Advisors held 28,860 shares of iShares S&P 500 Growth ETF worth $1.69M as of Q4 2022.
Zeke Capital Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q4 2022.
iShares S&P 500 Growth ETF made up 0.11% of Zeke Capital Advisors's portfolio in Q4 2022, its #90 holding.
Zeke Capital Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2016 and has held it in 28 quarters since.
Zeke Capital Advisors's iShares S&P 500 Growth ETF position peaked at $2.42M in Q4 2021.
1,261 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.