CFO
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Collective Family Office’s iShares S&P 500 Growth ETF IVW Stock Holding History

Collective Family Office’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
Q1 		– Sell
-12,996
Closed -$829K – 171
2020
Q4 		$829K Buy
+12,996
New +$788K 0.46% 65

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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

Collective Family Office's IVW Position: Q1 2021 in Review

Collective Family Office sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2021, closing a stake of 12,996 shares — an estimated $829K sold.

Collective Family Office first reported a position in IVW in Q4 2020 and held it in 1 quarter. The position peaked at $829K in Q4 2020. 1,100 funds tracked by Wall St. Rank hold IVW as of Q1 2021.

  • Collective Family Office reported no remaining iShares S&P 500 Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Collective Family Office sold 12,996 iShares S&P 500 Growth ETF shares in Q1 2021, an estimated $829K.
  • Collective Family Office first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and held it in 1 quarter.
  • Collective Family Office's iShares S&P 500 Growth ETF position peaked at $829K in Q4 2020.
  • 1,100 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2021.

Based on Collective Family Office's 13F filing for Q1 2021, filed 14 Apr 2021.