Adams Chetwood Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Adams Chetwood Wealth 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 Q4	–	Sell	-10,692	Closed	-$790K	–	76
2021 Q3	$790K	Hold	10,692	–	–	0.57%	39
2021 Q2	$778K	Hold	10,692	–	–	0.55%	40
2021 Q1	$696K	Hold	10,692	–	–	0.53%	44
2020 Q4	$682K	Buy	+10,692	New	+$648K	0.57%	39

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

Adams Chetwood Wealth Management's IVW Position: Q4 2021 in Review

Adams Chetwood Wealth Management sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2021, closing a stake of 10,692 shares — an estimated $790K sold.

Adams Chetwood Wealth Management first reported a position in IVW in Q4 2020 and held it in 4 quarters. The position peaked at $790K in Q3 2021. 1,348 funds tracked by Wall St. Rank hold IVW as of Q4 2021.

Adams Chetwood Wealth Management reported no remaining iShares S&P 500 Growth ETF position as of Q4 2021 after selling out during the quarter.
Adams Chetwood Wealth Management sold 10,692 iShares S&P 500 Growth ETF shares in Q4 2021, an estimated $790K.
Adams Chetwood Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and held it in 4 quarters.
Adams Chetwood Wealth Management's iShares S&P 500 Growth ETF position peaked at $790K in Q3 2021.
1,348 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2021.

Based on Adams Chetwood Wealth Management's 13F filing for Q4 2021, filed 11 Feb 2022.