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Epic Trust Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Epic Trust Investment Advisors’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
Q1 		– Sell
-4,415
Closed -$369K – 87
2021
Q4 		$369K Buy
+4,415
New +$356K 0.54% 43

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Epic Trust Investment Advisors's IVW Position: Q1 2022 in Review

Epic Trust Investment Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2022, closing a stake of 4,415 shares — an estimated $369K sold.

Epic Trust Investment Advisors first reported a position in IVW in Q4 2021 and held it in 1 quarter. The position peaked at $369K in Q4 2021. 1,298 funds tracked by Wall St. Rank hold IVW as of Q1 2022.

  • Epic Trust Investment Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Epic Trust Investment Advisors sold 4,415 iShares S&P 500 Growth ETF shares in Q1 2022, an estimated $369K.
  • Epic Trust Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and held it in 1 quarter.
  • Epic Trust Investment Advisors's iShares S&P 500 Growth ETF position peaked at $369K in Q4 2021.
  • 1,298 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2022.

Based on Epic Trust Investment Advisors's 13F filing for Q1 2022, filed 20 Apr 2022.