Geier Asset Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
$423K Buy
5,822
+24
+0.4% +$1.66K 0.3% 63
2021
Q1
$402K Buy
5,798
+24
+0.4% +$1.55K 0.29% 63
2020
Q4
$366K Buy
+5,774
New +$350K 0.3% 60

Other funds holding IVW

Geier Asset Management's IVW Position: Q2 2021 in Review

Geier Asset Management increased its iShares S&P 500 Growth ETF (IVW) stake by 0.41% in Q2 2021, buying an estimated $1.66K and bringing the position to 5,822 shares worth $423K. The position accounts for 0.3% of the portfolio, ranked #63.

Geier Asset Management first reported a position in IVW in Q4 2020 and has held it in 3 quarters since. 1,136 funds tracked by Wall St. Rank hold IVW as of Q2 2021.

  • Geier Asset Management held 5,822 shares of iShares S&P 500 Growth ETF worth $423K as of Q2 2021.
  • Geier Asset Management bought 24 iShares S&P 500 Growth ETF shares in Q2 2021, an estimated $1.66K.
  • iShares S&P 500 Growth ETF made up 0.3% of Geier Asset Management's portfolio in Q2 2021, its #63 holding.
  • Geier Asset Management first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 3 quarters since.
  • 1,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2021.

Based on Geier Asset Management's 13F filing for Q2 2021, filed 12 Jul 2021.