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

Adams 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
2020
Q4 		– Sell
-8
Closed – – 198
2020
Q3 		$0 Buy
+8
New +$453 ﹤0.01% 357
2020
Q1 		– Sell
-22,148
Closed -$1.07M – 83
2019
Q4 		$1.07M Buy
+22,148
New +$1.03M 0.9% 32

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Adams Wealth Management's IVW Position: Q4 2020 in Review

Adams Wealth Management sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2020, closing a stake of 8 shares.

Adams Wealth Management first reported a position in IVW in Q4 2019 and held it in 2 quarters. The position peaked at $1.07M in Q4 2019. 1,120 funds tracked by Wall St. Rank hold IVW as of Q4 2020.

  • Adams Wealth Management reported no remaining iShares S&P 500 Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Adams Wealth Management sold 8 iShares S&P 500 Growth ETF shares in Q4 2020.
  • Adams Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and held it in 2 quarters.
  • Adams Wealth Management's iShares S&P 500 Growth ETF position peaked at $1.07M in Q4 2019.
  • 1,120 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.