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

Filbrandt Wealth 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
2021 Q3	$303K	Hold	4,104	–	–	0.17%	28
2021 Q2	$298K	Hold	4,104	–	–	0.17%	28
2021 Q1	$267K	Hold	4,104	–	–	0.16%	31
2020 Q4	$262K	Hold	4,104	–	–	0.17%	27
2020 Q3	$237K	Sell	4,104 -892	-18%	-$50.5K	0.19%	26
2020 Q2	$259K	Sell	4,996 -1,028	-17%	-$49.3K	0.21%	29
2020 Q1	$249K	Sell	6,024 -196	-3%	-$9.27K	0.27%	16
2019 Q4	$301K	Buy	+6,220	New	+$288K	0.27%	18

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Filbrandt Wealth Management's IVW Position: Q3 2021 in Review

Filbrandt Wealth Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2021 at 4,104 shares worth $303K. The position accounts for 0.17% of the portfolio, ranked #28.

Filbrandt Wealth Management first reported a position in IVW in Q4 2019 and has held it in 8 quarters since. 1,162 funds tracked by Wall St. Rank hold IVW as of Q3 2021.

Filbrandt Wealth Management held 4,104 shares of iShares S&P 500 Growth ETF worth $303K as of Q3 2021.
Filbrandt Wealth Management left its iShares S&P 500 Growth ETF share count unchanged in Q3 2021.
iShares S&P 500 Growth ETF made up 0.17% of Filbrandt Wealth Management's portfolio in Q3 2021, its #28 holding.
Filbrandt Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 8 quarters since.
1,162 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.