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Atlanta Financial Associates’s iShares S&P 500 Growth ETF IVW Stock Holding History

Atlanta Financial Associates’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
Q1 		$201K Hold
3,144
– – 0.09% 77
2020
Q4 		$201K Buy
+3,144
New +$191K 0.09% 77

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Morgan Stanley
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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

Atlanta Financial Associates's IVW Position: Q1 2021 in Review

Atlanta Financial Associates held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2021 at 3,144 shares worth $201K. The position accounts for 0.09% of the portfolio, ranked #77.

Atlanta Financial Associates first reported a position in IVW in Q4 2020 and has held it in 2 quarters since. 1,100 funds tracked by Wall St. Rank hold IVW as of Q1 2021.

  • Atlanta Financial Associates held 3,144 shares of iShares S&P 500 Growth ETF worth $201K as of Q1 2021.
  • Atlanta Financial Associates left its iShares S&P 500 Growth ETF share count unchanged in Q1 2021.
  • iShares S&P 500 Growth ETF made up 0.09% of Atlanta Financial Associates's portfolio in Q1 2021, its #77 holding.
  • Atlanta Financial Associates first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 2 quarters since.
  • 1,100 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2021.

Based on Atlanta Financial Associates's 13F filing for Q1 2021, filed 19 May 2021.