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 New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Blue Chip Wealth Management's IVW Position: Q3 2020 in Review

Blue Chip Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 0.12% in Q3 2020, buying an estimated $3.17K and bringing the position to 46,232 shares worth $2.67M. The position accounts for 2.11% of the portfolio, ranked #9.

Blue Chip Wealth Management first reported a position in IVW in Q1 2018 and has held it in 11 quarters since. 1,007 funds tracked by Wall St. Rank hold IVW as of Q3 2020.

Blue Chip Wealth Management held 46,232 shares of iShares S&P 500 Growth ETF worth $2.67M as of Q3 2020.
Blue Chip Wealth Management bought 56 iShares S&P 500 Growth ETF shares in Q3 2020, an estimated $3.17K.
iShares S&P 500 Growth ETF made up 2.11% of Blue Chip Wealth Management's portfolio in Q3 2020, its #9 holding.
Blue Chip Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q1 2018 and has held it in 11 quarters since.
1,007 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.