Emerson Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Emerson Wealth’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	$47K	Hold	772	–	–	0.03%	37
2022 Q1	$59K	Hold	772	–	–	0.03%	36
2021 Q4	$65K	Hold	772	–	–	0.03%	30
2021 Q3	$57K	Hold	772	–	–	0.03%	27
2021 Q2	$56K	Hold	772	–	–	0.03%	27
2021 Q1	$50K	Buy	+772	New	+$49.9K	0.03%	26

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

Emerson Wealth's IVW Position: Q2 2022 in Review

Emerson Wealth held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2022 at 772 shares worth $47K. The position accounts for 0.03% of the portfolio, ranked #37.

Emerson Wealth first reported a position in IVW in Q1 2021 and has held it in 6 quarters since. The position peaked at $65K in Q4 2021. 1,208 funds tracked by Wall St. Rank hold IVW as of Q2 2022.

Emerson Wealth held 772 shares of iShares S&P 500 Growth ETF worth $47K as of Q2 2022.
Emerson Wealth left its iShares S&P 500 Growth ETF share count unchanged in Q2 2022.
iShares S&P 500 Growth ETF made up 0.03% of Emerson Wealth's portfolio in Q2 2022, its #37 holding.
Emerson Wealth first reported a position in iShares S&P 500 Growth ETF in Q1 2021 and has held it in 6 quarters since.
Emerson Wealth's iShares S&P 500 Growth ETF position peaked at $65K in Q4 2021.
1,208 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2022.

Based on Emerson Wealth's 13F filing for Q2 2022, filed 3 Aug 2022.