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

Frontier 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
2022 Q2	$978K	Sell	16,200 -1,185	-7%	-$78.4K	0.07%	177
2022 Q1	$1.25M	Buy	17,385 +5	+0%	+$376	0.02%	157
2021 Q4	$1.45M	Sell	17,380 -810	-4%	-$65.3K	0.1%	148
2021 Q3	$1.34M	Sell	18,190 -893	-5%	-$68.1K	0.09%	150
2021 Q2	$1.39M	Sell	19,083 -130	-0.7%	-$9K	0.1%	149
2021 Q1	$1.25M	Sell	19,213 -338	-2%	-$21.9K	0.1%	143
2020 Q4	$1.25M	Sell	19,551 -73	-0.4%	-$4.43K	0.1%	143
2020 Q3	$1.13M	Sell	19,624 -112	-0.6%	-$6.34K	0.1%	134
2020 Q2	$1.02M	Sell	19,736 -1,032	-5%	-$49.5K	0.09%	138
2020 Q1	$857K	Buy	20,768 +840	+4%	+$39.7K	0.14%	127
2019 Q4	$965K	Sell	19,928 -912	-4%	-$42.3K	0.15%	123
2019 Q3	$938K	Buy	20,840 +28	+0.1%	+$1.27K	0.14%	131
2019 Q2	$933K	Buy	20,812 +2,216	+12%	+$97.5K	0.14%	125
2019 Q1	$801K	Sell	18,596 -2,252	-11%	-$92.3K	0.11%	166
2018 Q4	$785K	Sell	20,848 -4,596	-18%	-$186K	0.12%	161
2018 Q3	$1.13M	Buy	25,444 +588	+2%	+$25.3K	0.11%	141
2018 Q2	$1.01M	Buy	24,856 +9,000	+57%	+$361K	0.14%	144
2018 Q1	$615K	Buy	15,856 +10,240	+182%	+$408K	0.09%	198
2017 Q4	$215K	Sell	5,616 -9,760	-63%	-$365K	0.03%	322
2017 Q3	$551K	Buy	15,376 +2,724	+22%	+$96K	0.08%	218
2017 Q2	$433K	Sell	12,652 -368	-3%	-$12.5K	0.07%	241
2017 Q1	$428K	Sell	13,020 -168	-1%	-$5.39K	0.07%	247
2016 Q4	$402K	Sell	13,188 -64	-0.5%	-$1.93K	0.07%	244
2016 Q3	$403K	Sell	13,252 -176	-1%	-$5.33K	0.06%	237
2016 Q2	$391K	Sell	13,428 -208	-2%	-$6.04K	0.06%	239
2016 Q1	$395K	Buy	13,636 +1,160	+9%	+$31.9K	0.03%	221
2015 Q4	$361K	Sell	12,476 -6,680	-35%	-$194K	0.06%	230
2015 Q3	$516K	Buy	19,156 +884	+5%	+$25.1K	0.08%	204
2015 Q2	$520K	Sell	18,272 -140	-0.8%	-$4.06K	0.08%	200
2015 Q1	$525K	Buy	18,412 +8,060	+78%	+$229K	0.08%	160
2014 Q4	$289K	Buy	+10,352	New	+$283K	0.05%	194

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Frontier Wealth Management's IVW Position: Q2 2022 in Review

Frontier Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 6.8% in Q2 2022, selling an estimated $78.4K and leaving 16,200 shares worth $978K. The position accounts for 0.07% of the portfolio, ranked #177.

Frontier Wealth Management first reported a position in IVW in Q4 2014 and has held it in 31 quarters since. The position peaked at $1.45M in Q4 2021. 1,209 funds tracked by Wall St. Rank hold IVW as of Q2 2022.

Frontier Wealth Management held 16,200 shares of iShares S&P 500 Growth ETF worth $978K as of Q2 2022.
Frontier Wealth Management sold 1,185 iShares S&P 500 Growth ETF shares in Q2 2022, an estimated $78.4K.
iShares S&P 500 Growth ETF made up 0.07% of Frontier Wealth Management's portfolio in Q2 2022, its #177 holding.
Frontier Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2014 and has held it in 31 quarters since.
Frontier Wealth Management's iShares S&P 500 Growth ETF position peaked at $1.45M in Q4 2021.
1,209 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.