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FundX Investment Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

FundX Investment Group’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 		$384K Sell
4,595
-8,724
-66% -$703K 0.09% 41
2021
Q3 		$984K Buy
+13,319
New +$1.02M 0.46% 25
2020
Q3 		– Sell
-5,600
Closed -$290K – 37
2020
Q2 		$290K Hold
5,600
– – 0.12% 32
2020
Q1 		$231K Hold
5,600
– – 0.08% 31
2019
Q4 		$271K Sell
5,600
-2,556
-31% -$118K 0.07% 56
2019
Q3 		$367K Sell
8,156
-284,016
-97% -$12.8M 0.13% 34
2019
Q2 		$13.1M Buy
292,172
+3,592
+1% +$158K 5.41% 7
2019
Q1 		$12.4M Sell
288,580
-62,516
-18% -$2.56M 4.22% 8
2018
Q4 		$13.2M Buy
351,096
+237,128
+208% +$9.6M 4.92% 7
2018
Q3 		$5.05M Buy
113,968
+1,968
+2% +$84.6K 2.78% 9
2018
Q2 		$4.55M Hold
112,000
– – 2.25% 8
2018
Q1 		$4.34M Buy
+112,000
New +$4.47M 2.28% 7
2016
Q2 		– Sell
-1,704,748
Closed -$49.4M – 34
2016
Q1 		$49.4M Sell
1,704,748
-72,800
-4% -$2M 12.3% 1
2015
Q4 		$51.5M Buy
1,777,548
+130,964
+8% +$3.81M 16.93% 1
2015
Q3 		$44.4M Buy
1,646,584
+3,240
+0.2% +$92.1K 21.83% 1
2015
Q2 		$46.8M Buy
1,643,344
+7,464
+0.5% +$216K 19.38% 1
2015
Q1 		$46.6M Sell
1,635,880
-129,184
-7% -$3.67M 14.38% 1
2014
Q4 		$49.2M Buy
+1,765,064
New +$48.2M 14.77% 1

Other funds holding IVW

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

FundX Investment Group's IVW Position: Q4 2021 in Review

FundX Investment Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 66% in Q4 2021, selling an estimated $703K and leaving 4,595 shares worth $384K. The position accounts for 0.09% of the portfolio, ranked #41.

FundX Investment Group first reported a position in IVW in Q4 2014 and has held it in 18 quarters since. The position peaked at $51.5M in Q4 2015. 1,347 funds tracked by Wall St. Rank hold IVW as of Q4 2021.

  • FundX Investment Group held 4,595 shares of iShares S&P 500 Growth ETF worth $384K as of Q4 2021.
  • FundX Investment Group sold 8,724 iShares S&P 500 Growth ETF shares in Q4 2021, an estimated $703K.
  • iShares S&P 500 Growth ETF made up 0.09% of FundX Investment Group's portfolio in Q4 2021, its #41 holding.
  • FundX Investment Group first reported a position in iShares S&P 500 Growth ETF in Q4 2014 and has held it in 18 quarters since.
  • FundX Investment Group's iShares S&P 500 Growth ETF position peaked at $51.5M in Q4 2015.
  • 1,347 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2021.

Based on FundX Investment Group's 13F filing for Q4 2021, filed 26 Jan 2022.