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Bel Air Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bel Air Investment 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
2021
Q2 		$612K Sell
8,408
-536
-6% -$37.1K 0.02% 234
2021
Q1 		$582K Buy
+8,944
New +$578K 0.02% 250

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bel Air Investment Advisors's IVW Position: Q2 2021 in Review

Bel Air Investment Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 6% in Q2 2021, selling an estimated $37.1K and leaving 8,408 shares worth $612K. The position accounts for 0.02% of the portfolio, ranked #234.

Bel Air Investment Advisors first reported a position in IVW in Q1 2021 and has held it in 2 quarters since. 1,136 funds tracked by Wall St. Rank hold IVW as of Q2 2021.

  • Bel Air Investment Advisors held 8,408 shares of iShares S&P 500 Growth ETF worth $612K as of Q2 2021.
  • Bel Air Investment Advisors sold 536 iShares S&P 500 Growth ETF shares in Q2 2021, an estimated $37.1K.
  • iShares S&P 500 Growth ETF made up 0.02% of Bel Air Investment Advisors's portfolio in Q2 2021, its #234 holding.
  • Bel Air Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2021 and has held it in 2 quarters since.
  • 1,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.