Eaton Vance Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Eaton Vance 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
2022 Q2	–	Sell	-5,932	Closed	-$453K	–	1699
2022 Q1	$453K	Hold	5,932	–	–	﹤0.01%	1537
2021 Q4	$496K	Hold	5,932	–	–	﹤0.01%	1336
2021 Q3	$0	Hold	5,932	–	–	﹤0.01%	2356
2021 Q2	$431K	Hold	5,932	–	–	﹤0.01%	1378
2021 Q1	$386K	Hold	5,932	–	–	﹤0.01%	1334
2020 Q4	$379K	Buy	+5,932	New	+$360K	﹤0.01%	1273

Other funds holding IVW

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Eaton Vance Management's IVW Position: Q2 2022 in Review

Eaton Vance Management sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2022, closing a stake of 5,932 shares — an estimated $453K sold.

Eaton Vance Management first reported a position in IVW in Q4 2020 and held it in 6 quarters. The position peaked at $496K in Q4 2021. 1,208 funds tracked by Wall St. Rank hold IVW as of Q2 2022.

Eaton Vance Management reported no remaining iShares S&P 500 Growth ETF position as of Q2 2022 after selling out during the quarter.
Eaton Vance Management sold 5,932 iShares S&P 500 Growth ETF shares in Q2 2022, an estimated $453K.
Eaton Vance Management first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and held it in 6 quarters.
Eaton Vance Management's iShares S&P 500 Growth ETF position peaked at $496K in Q4 2021.
1,208 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2022.

Based on Eaton Vance Management's 13F filing for Q2 2022, filed 15 Aug 2022.