Fiera Capital (Canada)’s iShares S&P 500 Growth ETF IVW Stock Holding History

Fiera Capital (Canada)’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 Q1	–	Sell	-8,408	Closed	-$537K	–	630
2020 Q4	$537K	Hold	8,408	–	–	﹤0.01%	510
2020 Q3	$486K	Hold	8,408	–	–	﹤0.01%	476
2020 Q2	$436K	Buy	+8,408	New	+$403K	﹤0.01%	495
2016 Q2	–	Sell	-33,900	Closed	-$982K	–	765
2016 Q1	$982K	Sell	33,900 -6,300	-16%	-$173K	0.01%	423
2015 Q4	$1.16M	Buy	+40,200	New	+$1.17M	0.01%	410

Other funds holding IVW

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Fiera Capital (Canada)'s IVW Position: Q1 2021 in Review

Fiera Capital (Canada) sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2021, closing a stake of 8,408 shares — an estimated $537K sold.

Fiera Capital (Canada) first reported a position in IVW in Q4 2015 and held it in 5 quarters. The position peaked at $1.16M in Q4 2015. 1,101 funds tracked by Wall St. Rank hold IVW as of Q1 2021.

Fiera Capital (Canada) reported no remaining iShares S&P 500 Growth ETF position as of Q1 2021 after selling out during the quarter.
Fiera Capital (Canada) sold 8,408 iShares S&P 500 Growth ETF shares in Q1 2021, an estimated $537K.
Fiera Capital (Canada) first reported a position in iShares S&P 500 Growth ETF in Q4 2015 and held it in 5 quarters.
Fiera Capital (Canada)'s iShares S&P 500 Growth ETF position peaked at $1.16M in Q4 2015.
1,101 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2021.

Based on Fiera Capital (Canada)'s 13F filing for Q1 2021, filed 11 May 2021.