Fusion Family Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Fusion Family Wealth’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 Q2	–	Sell	-200	Closed	-$13K	–	69
2021 Q1	$13K	Hold	200	–	–	﹤0.01%	81
2020 Q4	$13K	Hold	200	–	–	﹤0.01%	72
2020 Q3	$12K	Hold	200	–	–	﹤0.01%	76
2020 Q2	$10K	Hold	200	–	–	﹤0.01%	81
2020 Q1	$8K	Hold	200	–	–	﹤0.01%	92
2019 Q4	$10K	Hold	200	–	–	﹤0.01%	98
2019 Q3	$9K	Hold	200	–	–	﹤0.01%	105
2019 Q2	$9K	Hold	200	–	–	﹤0.01%	122
2019 Q1	$9K	Hold	200	–	–	﹤0.01%	111
2018 Q4	$8K	Hold	200	–	–	﹤0.01%	189
2018 Q3	$9K	Sell	200 -192	-49%	-$8.25K	﹤0.01%	196
2018 Q2	$16K	Sell	392 -492	-56%	-$19.8K	﹤0.01%	195
2018 Q1	$34K	Hold	884	–	–	0.01%	135
2017 Q4	$34K	Hold	884	–	–	0.01%	150
2017 Q3	$32K	Sell	884 -1,600	-64%	-$56.4K	0.01%	110
2017 Q2	$85K	Sell	2,484 -384	-13%	-$13K	0.03%	103
2017 Q1	$94K	Sell	2,868 -100	-3%	-$3.21K	0.04%	96
2016 Q4	$92K	Buy	+2,968	New	+$89.7K	0.05%	99

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Fusion Family Wealth's IVW Position: Q2 2021 in Review

Fusion Family Wealth sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2021, closing a stake of 200 shares — an estimated $13K sold.

Fusion Family Wealth first reported a position in IVW in Q4 2016 and held it in 18 quarters. The position peaked at $94K in Q1 2017. 1,136 funds tracked by Wall St. Rank hold IVW as of Q2 2021.

Fusion Family Wealth reported no remaining iShares S&P 500 Growth ETF position as of Q2 2021 after selling out during the quarter.
Fusion Family Wealth sold 200 iShares S&P 500 Growth ETF shares in Q2 2021, an estimated $13K.
Fusion Family Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2016 and held it in 18 quarters.
Fusion Family Wealth's iShares S&P 500 Growth ETF position peaked at $94K in Q1 2017.
1,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2021.

Based on Fusion Family Wealth's 13F filing for Q2 2021, filed 30 Jul 2021.