DBRC
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D.B. Root & Company’s iShares S&P 500 Growth ETF IVW Stock Holding History

D.B. Root & Company’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
2020
Q4 		– Sell
-6,784
Closed -$391K – 208
2020
Q3 		$391K Sell
6,784
-1,412
-17% -$79.9K 0.16% 151
2020
Q2 		$425K Buy
8,196
+8
+0.1% +$384 0.18% 132
2020
Q1 		$337K Sell
8,188
-400
-5% -$18.9K 0.17% 141
2019
Q4 		$415K Sell
8,588
-548
-6% -$25.4K 0.18% 140
2019
Q3 		$411K Sell
9,136
-68
-0.7% -$3.08K 0.19% 138
2019
Q2 		$412K Sell
9,204
-348
-4% -$15.3K 0.18% 134
2019
Q1 		$412K Sell
9,552
-3,044
-24% -$125K 0.18% 139
2018
Q4 		$474K Sell
12,596
-26,484
-68% -$1.07M 0.24% 111
2018
Q3 		$1.73M Sell
39,080
-164
-0.4% -$7.05K 0.76% 27
2018
Q2 		$1.59M Buy
39,244
+20,868
+114% +$838K 0.75% 26
2018
Q1 		$712K Buy
+18,376
New +$733K 0.38% 92

Other funds holding IVW

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

D.B. Root & Company's IVW Position: Q4 2020 in Review

D.B. Root & Company sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2020, closing a stake of 6,784 shares — an estimated $391K sold.

D.B. Root & Company first reported a position in IVW in Q1 2018 and held it in 11 quarters. The position peaked at $1.73M in Q3 2018. 1,120 funds tracked by Wall St. Rank hold IVW as of Q4 2020.

  • D.B. Root & Company reported no remaining iShares S&P 500 Growth ETF position as of Q4 2020 after selling out during the quarter.
  • D.B. Root & Company sold 6,784 iShares S&P 500 Growth ETF shares in Q4 2020, an estimated $391K.
  • D.B. Root & Company first reported a position in iShares S&P 500 Growth ETF in Q1 2018 and held it in 11 quarters.
  • D.B. Root & Company's iShares S&P 500 Growth ETF position peaked at $1.73M in Q3 2018.
  • 1,120 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2020.

Based on D.B. Root & Company's 13F filing for Q4 2020, filed 9 Feb 2021.