Harborview Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Harborview Advisors’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 Q3	$1.54M	Sell	20,891 -3	-0%	-$229	0.86%	25
2021 Q2	$1.52M	Sell	20,894 -396	-2%	-$27.4K	0.85%	25
2021 Q1	$1.39M	Sell	21,290 -2,382	-10%	-$154K	0.84%	27
2020 Q4	$1.51M	Sell	23,672 -1,760	-7%	-$107K	1.01%	24
2020 Q3	$1.47M	Sell	25,432 -5,048	-17%	-$286K	1.12%	19
2020 Q2	$1.58M	Sell	30,480 -732	-2%	-$35.1K	1.31%	15
2020 Q1	$1.29M	Buy	31,212 +424	+1%	+$20.1K	1.28%	14
2019 Q4	$1.49M	Sell	30,788 -940	-3%	-$43.6K	1.14%	15
2019 Q3	$1.43M	Sell	31,728 -1,240	-4%	-$56.1K	1.15%	15
2019 Q2	$1.48M	Sell	32,968 -2,456	-7%	-$108K	1.19%	15
2019 Q1	$1.53M	Buy	35,424 +3,488	+11%	+$143K	1.32%	15
2018 Q4	$1.2M	Sell	31,936 -244	-0.8%	-$9.87K	1.41%	13
2018 Q3	$1.43M	Sell	32,180 -916	-3%	-$39.4K	1.45%	13
2018 Q2	$1.34M	Sell	33,096 -5,612	-14%	-$225K	1.24%	16
2018 Q1	$1.5M	Sell	38,708 -1,932	-5%	-$77.1K	1.43%	15
2017 Q4	$1.55M	Buy	+40,640	New	+$1.52M	1.48%	15

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Harborview Advisors's IVW Position: Q3 2021 in Review

Harborview Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.01% in Q3 2021, selling an estimated $229 and leaving 20,891 shares worth $1.54M. The position accounts for 0.86% of the portfolio, ranked #25.

Harborview Advisors first reported a position in IVW in Q4 2017 and has held it in 16 quarters since. The position peaked at $1.58M in Q2 2020. 1,162 funds tracked by Wall St. Rank hold IVW as of Q3 2021.

Harborview Advisors held 20,891 shares of iShares S&P 500 Growth ETF worth $1.54M as of Q3 2021.
Harborview Advisors sold 3 iShares S&P 500 Growth ETF shares in Q3 2021, an estimated $229.
iShares S&P 500 Growth ETF made up 0.86% of Harborview Advisors's portfolio in Q3 2021, its #25 holding.
Harborview Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 16 quarters since.
Harborview Advisors's iShares S&P 500 Growth ETF position peaked at $1.58M in Q2 2020.
1,162 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.