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

Altium 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
2022 Q2	$550K	Sell	9,112 -576	-6%	-$38.1K	0.04%	222
2022 Q1	$740K	Buy	9,688 +4,602	+90%	+$346K	0.05%	196
2021 Q4	$426K	Buy	5,086 +1,664	+49%	+$134K	0.03%	278
2021 Q3	$253K	Sell	3,422 -11	-0.3%	-$839	0.02%	330
2021 Q2	$250K	Sell	3,433 -319	-9%	-$22.1K	0.02%	340
2021 Q1	$244K	Sell	3,752 -488	-12%	-$31.5K	0.02%	328
2020 Q4	$271K	Sell	4,240 -596	-12%	-$36.1K	0.02%	301
2020 Q3	$279K	Hold	4,836	–	–	0.03%	274
2020 Q2	$251K	Sell	4,836 -800	-14%	-$38.4K	0.03%	286
2020 Q1	$233K	Sell	5,636 -8,356	-60%	-$395K	0.03%	269
2019 Q4	$677K	Buy	13,992 +4,000	+40%	+$185K	0.08%	136
2019 Q3	$450K	Sell	9,992 -3,008	-23%	-$136K	0.06%	171
2019 Q2	$583K	Sell	13,000 -516	-4%	-$22.7K	0.08%	145
2019 Q1	$582K	Buy	13,516 +120	+0.9%	+$4.92K	0.09%	145
2018 Q4	$505K	Sell	13,396 -356	-3%	-$14.4K	0.1%	142
2018 Q3	$609K	Buy	13,752 +728	+6%	+$31.3K	0.12%	140
2018 Q2	$529K	Buy	13,024 +3,076	+31%	+$124K	0.14%	112
2018 Q1	$385K	Buy	9,948 +800	+9%	+$31.9K	0.15%	102
2017 Q4	$350K	Buy	+9,148	New	+$342K	0.16%	105

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Altium Wealth Management's IVW Position: Q2 2022 in Review

Altium Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 5.9% in Q2 2022, selling an estimated $38.1K and leaving 9,112 shares worth $550K. The position accounts for 0.04% of the portfolio, ranked #222.

Altium Wealth Management first reported a position in IVW in Q4 2017 and has held it in 19 quarters since. The position peaked at $740K in Q1 2022. 1,208 funds tracked by Wall St. Rank hold IVW as of Q2 2022.

Altium Wealth Management held 9,112 shares of iShares S&P 500 Growth ETF worth $550K as of Q2 2022.
Altium Wealth Management sold 576 iShares S&P 500 Growth ETF shares in Q2 2022, an estimated $38.1K.
iShares S&P 500 Growth ETF made up 0.04% of Altium Wealth Management's portfolio in Q2 2022, its #222 holding.
Altium Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 19 quarters since.
Altium Wealth Management's iShares S&P 500 Growth ETF position peaked at $740K in Q1 2022.
1,208 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.