AdvicePeriod’s iShares S&P 500 Growth ETF IVW Stock Holding History

AdvicePeriod’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	$2.14M	Buy	+29,397	New	+$2.03M	0.14%	59
2019 Q2	–	Sell	-28,784	Closed	-$1.24M	–	86
2019 Q1	$1.24M	Buy	28,784 +6,072	+27%	+$249K	0.12%	62
2018 Q4	$856K	Hold	22,712	–	–	0.1%	64
2018 Q3	$1.01M	Buy	+22,712	New	+$976K	0.11%	60

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 $424B AUM 22.94% 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

AdvicePeriod's IVW Position: Q2 2021 in Review

AdvicePeriod opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2021: 29,397 shares worth $2.14M. The stake represents 0.14% of the portfolio and ranks #59 among its holdings. This is a return to the name: AdvicePeriod previously reported a position in IVW as recently as Q1 2019.

AdvicePeriod first reported a position in IVW in Q3 2018 and has held it in 4 quarters since. 1,136 funds tracked by Wall St. Rank hold IVW as of Q2 2021.

AdvicePeriod held 29,397 shares of iShares S&P 500 Growth ETF worth $2.14M as of Q2 2021.
iShares S&P 500 Growth ETF was a new AdvicePeriod position in Q2 2021.
iShares S&P 500 Growth ETF made up 0.14% of AdvicePeriod's portfolio in Q2 2021, its #59 holding.
AdvicePeriod first reported a position in iShares S&P 500 Growth ETF in Q3 2018 and has held it in 4 quarters since.
1,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2021.

Based on AdvicePeriod's 13F filing for Q2 2021, filed 29 Jul 2021.