20/20 Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

20/20 Capital 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
2021 Q2	$5.36M	Sell	73,624 -1,322	-2%	-$91.5K	1.39%	21
2021 Q1	$4.88M	Sell	74,946 -778	-1%	-$50.3K	1.41%	21
2020 Q4	$4.98M	Sell	75,724 -3,536	-4%	-$214K	1.46%	18
2020 Q3	$4.58M	Sell	79,260 -1,256	-2%	-$71.1K	1.72%	17
2020 Q2	$4.58M	Buy	80,516 +368	+0.5%	+$17.6K	1.77%	15
2020 Q1	$3.8M	Buy	80,148 +1,316	+2%	+$62.2K	1.71%	14
2019 Q4	$4.06M	Buy	+78,832	New	+$3.65M	1.64%	13

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

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

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

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

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

20/20 Capital Management's IVW Position: Q2 2021 in Review

20/20 Capital Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.8% in Q2 2021, selling an estimated $91.5K and leaving 73,624 shares worth $5.36M. The position accounts for 1.39% of the portfolio, ranked #21.

20/20 Capital Management first reported a position in IVW in Q4 2019 and has held it in 7 quarters since. 1,136 funds tracked by Wall St. Rank hold IVW as of Q2 2021.

20/20 Capital Management held 73,624 shares of iShares S&P 500 Growth ETF worth $5.36M as of Q2 2021.
20/20 Capital Management sold 1,322 iShares S&P 500 Growth ETF shares in Q2 2021, an estimated $91.5K.
iShares S&P 500 Growth ETF made up 1.39% of 20/20 Capital Management's portfolio in Q2 2021, its #21 holding.
20/20 Capital Management first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 7 quarters since.
1,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.