Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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CPFP
Clear Perspectives Financial Planning’s
iShares S&P 500 Growth ETF
IVW
Stock Holding History
Clear Perspectives Financial Planning’s Portfolio
IVW Stock Details
IVW Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q1
$6.77K
Sell
2022
Q4
$13.5K
Sell
2022
Q3
$84K
Sell
2022
Q2
$199K
Sell
2022
Q1
$367K
Sell
2021
Q4
$407K
Sell
2021
Q3
$441K
Sell
2021
Q2
$470K
Sell
2021
Q1
$463K
Sell
2020
Q4
$518K
Buy
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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