Berman Capital Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Berman Capital 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 Q3	$1.43M	Sell	19,365 -328	-2%	-$25K	0.23%	55
2021 Q2	$1.43M	Hold	19,693	–	–	0.23%	54
2021 Q1	$1.28M	Sell	19,693 -1,179	-6%	-$76.2K	0.27%	53
2020 Q4	$1.33M	Hold	20,872	–	–	0.32%	45
2020 Q3	$1.21M	Hold	20,872	–	–	0.34%	39
2020 Q2	$1.08M	Buy	20,872 +8,316	+66%	+$399K	0.28%	46
2020 Q1	$518K	Hold	12,556	–	–	0.17%	63
2019 Q4	$607K	Hold	12,556	–	–	0.17%	61
2019 Q3	$565K	Hold	12,556	–	–	0.18%	62
2019 Q2	$562K	Hold	12,556	–	–	0.18%	59
2019 Q1	$541K	Hold	12,556	–	–	0.18%	62
2018 Q4	$472K	Hold	12,556	–	–	0.19%	52
2018 Q3	$556K	Hold	12,556	–	–	0.23%	51
2018 Q2	$510K	Hold	12,556	–	–	0.18%	60
2018 Q1	$487K	Hold	12,556	–	–	0.19%	54
2017 Q4	$480K	Buy	+12,556	New	+$469K	0.16%	59

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

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

Berman Capital Advisors's IVW Position: Q3 2021 in Review

Berman Capital Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.7% in Q3 2021, selling an estimated $25K and leaving 19,365 shares worth $1.43M. The position accounts for 0.23% of the portfolio, ranked #55.

Berman Capital Advisors first reported a position in IVW in Q4 2017 and has held it in 16 quarters since. The position peaked at $1.43M in Q2 2021. 1,162 funds tracked by Wall St. Rank hold IVW as of Q3 2021.

Berman Capital Advisors held 19,365 shares of iShares S&P 500 Growth ETF worth $1.43M as of Q3 2021.
Berman Capital Advisors sold 328 iShares S&P 500 Growth ETF shares in Q3 2021, an estimated $25K.
iShares S&P 500 Growth ETF made up 0.23% of Berman Capital Advisors's portfolio in Q3 2021, its #55 holding.
Berman Capital Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 16 quarters since.
Berman Capital Advisors's iShares S&P 500 Growth ETF position peaked at $1.43M in Q2 2021.
1,162 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.