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

BNC 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
Q4 		– Sell
-1,152
Closed -$67K – 281
2020
Q3 		$67K Buy
+1,152
New +$65.2K 0.05% 149

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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

BNC Wealth Management's IVW Position: Q4 2020 in Review

BNC Wealth Management sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2020, closing a stake of 1,152 shares — an estimated $67K sold.

BNC Wealth Management first reported a position in IVW in Q3 2020 and held it in 1 quarter. The position peaked at $67K in Q3 2020. 1,120 funds tracked by Wall St. Rank hold IVW as of Q4 2020.

  • BNC Wealth Management reported no remaining iShares S&P 500 Growth ETF position as of Q4 2020 after selling out during the quarter.
  • BNC Wealth Management sold 1,152 iShares S&P 500 Growth ETF shares in Q4 2020, an estimated $67K.
  • BNC Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q3 2020 and held it in 1 quarter.
  • BNC Wealth Management's iShares S&P 500 Growth ETF position peaked at $67K in Q3 2020.
  • 1,120 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2020.

Based on BNC Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.