BCWM
IVW icon

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

Blue Chip 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
2020
Q3 		$2.67M Buy
46,232
+56
+0.1% +$3.17K 2.11% 9
2020
Q2 		$2.4M Sell
46,176
-504
-1% -$24.2K 2.27% 10
2020
Q1 		$1.93M Sell
46,680
-968
-2% -$45.8K 2.4% 11
2019
Q4 		$2.31M Buy
47,648
+244
+0.5% +$11.3K 2.13% 13
2019
Q3 		$2.13M Hold
47,404
– – 2.23% 12
2019
Q2 		$2.12M Sell
47,404
-1,596
-3% -$70.2K 2.24% 12
2019
Q1 		$2.11M Sell
49,000
-1,492
-3% -$61.1K 2.39% 10
2018
Q4 		$1.9M Sell
50,492
-1,532
-3% -$62K 2.5% 10
2018
Q3 		$2.3M Sell
52,024
-188
-0.4% -$8.08K 2.32% 11
2018
Q2 		$2.12M Buy
52,212
+2,604
+5% +$105K 2.31% 11
2018
Q1 		$1.92M Buy
+49,608
New +$1.98M 1.97% 11

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
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
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return