Clear Perspective Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Clear Perspective 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 Q4	$200K	Buy	+2,396	New	+$193K	0.06%	178
2018 Q3	–	Sell	-1,860	Closed	-$76K	–	280
2018 Q2	$76K	Buy	1,860 +1,120	+151%	+$45K	0.05%	220
2018 Q1	$29K	Hold	740	–	–	0.02%	275
2017 Q4	$28K	Hold	740	–	–	0.02%	268
2017 Q3	$27K	Buy	+740	New	+$26.1K	0.02%	268

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 $374B AUM 17.66% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Clear Perspective Advisors's IVW Position: Q4 2021 in Review

Clear Perspective Advisors opened a new position in iShares S&P 500 Growth ETF (IVW) in Q4 2021: 2,396 shares worth $200K. The stake represents 0.06% of the portfolio and ranks #178 among its holdings. This is a return to the name: Clear Perspective Advisors previously reported a position in IVW as recently as Q2 2018.

Clear Perspective Advisors first reported a position in IVW in Q3 2017 and has held it in 5 quarters since. 1,348 funds tracked by Wall St. Rank hold IVW as of Q4 2021.

Clear Perspective Advisors held 2,396 shares of iShares S&P 500 Growth ETF worth $200K as of Q4 2021.
iShares S&P 500 Growth ETF was a new Clear Perspective Advisors position in Q4 2021.
iShares S&P 500 Growth ETF made up 0.06% of Clear Perspective Advisors's portfolio in Q4 2021, its #178 holding.
Clear Perspective Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2017 and has held it in 5 quarters since.
1,348 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.