Contravisory Investment Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Contravisory Investment 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
2021 Q1	–	Sell	-350	Closed	-$22K	–	276
2020 Q4	$22K	Sell	350 -510	-59%	-$30.9K	0.01%	219
2020 Q3	$50K	Sell	860 -180	-17%	-$10.2K	0.02%	198
2020 Q2	$54K	Sell	1,040 -120	-10%	-$5.75K	0.02%	197
2020 Q1	$48K	Hold	1,160	–	–	0.02%	213
2019 Q4	$56K	Sell	1,160 -608	-34%	-$28.2K	0.02%	222
2019 Q3	$80K	Buy	+1,768	New	+$80K	0.03%	192
2018 Q3	–	Sell	-136	Closed	-$6K	–	334
2018 Q2	$6K	Hold	136	–	–	﹤0.01%	287
2018 Q1	$5K	Buy	+136	New	+$5.42K	﹤0.01%	297
2015 Q1	–	Sell	-408	Closed	-$11K	–	176
2014 Q4	$11K	Hold	408	–	–	﹤0.01%	118
2014 Q3	$11K	Buy	+408	New	+$10.9K	﹤0.01%	113

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 22.9% 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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Contravisory Investment Management's IVW Position: Q1 2021 in Review

Contravisory Investment Management sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2021, closing a stake of 350 shares — an estimated $22K sold.

Contravisory Investment Management first reported a position in IVW in Q3 2014 and held it in 10 quarters. The position peaked at $80K in Q3 2019. 1,101 funds tracked by Wall St. Rank hold IVW as of Q1 2021.

Contravisory Investment Management reported no remaining iShares S&P 500 Growth ETF position as of Q1 2021 after selling out during the quarter.
Contravisory Investment Management sold 350 iShares S&P 500 Growth ETF shares in Q1 2021, an estimated $22K.
Contravisory Investment Management first reported a position in iShares S&P 500 Growth ETF in Q3 2014 and held it in 10 quarters.
Contravisory Investment Management's iShares S&P 500 Growth ETF position peaked at $80K in Q3 2019.
1,101 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2021.

Based on Contravisory Investment Management's 13F filing for Q1 2021, filed 14 Apr 2021.