Firestone Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Firestone Capital 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 Q4	–	Sell	-1,412	Closed	-$103K	–	270
2021 Q3	$103K	Hold	1,412	–	–	0.03%	162
2021 Q2	$103K	Hold	1,412	–	–	0.04%	157
2021 Q1	$92K	Hold	1,412	–	–	0.03%	169
2020 Q4	$90K	Hold	1,412	–	–	0.03%	163
2020 Q3	$82K	Hold	1,412	–	–	0.04%	153
2020 Q2	$73K	Hold	1,412	–	–	0.03%	156
2020 Q1	$58K	Hold	1,412	–	–	0.03%	169
2019 Q4	$68K	Buy	+1,412	New	+$65.5K	0.03%	176

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Firestone Capital Management's IVW Position: Q4 2021 in Review

Firestone Capital Management sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2021, closing a stake of 1,412 shares — an estimated $103K sold.

Firestone Capital Management first reported a position in IVW in Q4 2019 and held it in 8 quarters. The position peaked at $103K in Q3 2021. 1,348 funds tracked by Wall St. Rank hold IVW as of Q4 2021.

Firestone Capital Management reported no remaining iShares S&P 500 Growth ETF position as of Q4 2021 after selling out during the quarter.
Firestone Capital Management sold 1,412 iShares S&P 500 Growth ETF shares in Q4 2021, an estimated $103K.
Firestone Capital Management first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and held it in 8 quarters.
Firestone Capital Management's iShares S&P 500 Growth ETF position peaked at $103K in Q3 2021.
1,348 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2021.

Based on Firestone Capital Management's 13F filing for Q4 2021, filed 11 Feb 2022.