CCC
IVW icon

Crescent Capital Consulting’s iShares S&P 500 Growth ETF IVW Stock Holding History

Crescent Capital Consulting’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 		$15.1M Buy
180,613
+58,606
+48% +$4.72M 2.49% 8
2021
Q3 		$9.01M Sell
122,007
-19,708
-14% -$1.5M 1.65% 14
2021
Q2 		$10.3M Buy
141,715
+17,957
+15% +$1.24M 1.93% 13
2021
Q1 		$8.05M Buy
123,758
+1,279
+1% +$82.7K 1.77% 12
2020
Q4 		$7.82M Buy
+122,479
New +$7.43M 2.02% 12

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Crescent Capital Consulting's IVW Position: Q4 2021 in Review

Crescent Capital Consulting increased its iShares S&P 500 Growth ETF (IVW) stake by 48% in Q4 2021, buying an estimated $4.72M and bringing the position to 180,613 shares worth $15.1M. The position accounts for 2.49% of the portfolio, ranked #8.

Crescent Capital Consulting first reported a position in IVW in Q4 2020 and has held it in 5 quarters since. 1,348 funds tracked by Wall St. Rank hold IVW as of Q4 2021.

  • Crescent Capital Consulting held 180,613 shares of iShares S&P 500 Growth ETF worth $15.1M as of Q4 2021.
  • Crescent Capital Consulting bought 58,606 iShares S&P 500 Growth ETF shares in Q4 2021, an estimated $4.72M.
  • iShares S&P 500 Growth ETF made up 2.49% of Crescent Capital Consulting's portfolio in Q4 2021, its #8 holding.
  • Crescent Capital Consulting first reported a position in iShares S&P 500 Growth ETF in Q4 2020 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 Crescent Capital Consulting's 13F filing for Q4 2021, filed 18 Jan 2022.