Beam Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Beam Wealth Advisors’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 Q2	–	Sell	-9,160	Closed	-$378K	–	153
2020 Q1	$378K	Sell	9,160 -20,976	-70%	-$992K	0.37%	86
2019 Q4	$1.46M	Buy	+30,136	New	+$1.4M	1.36%	14

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

Beam Wealth Advisors's IVW Position: Q2 2020 in Review

Beam Wealth Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2020, closing a stake of 9,160 shares — an estimated $378K sold.

Beam Wealth Advisors first reported a position in IVW in Q4 2019 and held it in 2 quarters. The position peaked at $1.46M in Q4 2019. 996 funds tracked by Wall St. Rank hold IVW as of Q2 2020.

Beam Wealth Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q2 2020 after selling out during the quarter.
Beam Wealth Advisors sold 9,160 iShares S&P 500 Growth ETF shares in Q2 2020, an estimated $378K.
Beam Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and held it in 2 quarters.
Beam Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $1.46M in Q4 2019.
996 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2020.

Based on Beam Wealth Advisors's 13F filing for Q2 2020, filed 7 Jul 2020.