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Hayden Royal’s iShares S&P 500 Growth ETF IVW Stock Holding History

Hayden Royal’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 		$1.78M Sell
21,335
-1,297
-6% -$104K 4.18% 1
2021
Q3 		$1.67M Buy
22,632
+795
+4% +$60.6K 2.73% 8
2021
Q2 		$1.59M Sell
21,837
-384
-2% -$26.6K 0.87% 26
2021
Q1 		$1.45M Sell
22,221
-1,521
-6% -$98.3K 0.83% 29
2020
Q4 		$1.51M Buy
23,742
+842
+4% +$51.1K 0.82% 22
2020
Q3 		$1.32M Buy
22,900
+1,944
+9% +$110K 0.7% 35
2020
Q2 		$1.09M Sell
20,956
-5,404
-21% -$259K 0.61% 38
2020
Q1 		$1.09M Buy
26,360
+3,856
+17% +$182K 0.64% 34
2019
Q4 		$1.18M Buy
22,504
+3,100
+16% +$144K 0.6% 40
2019
Q3 		$873K Buy
19,404
+8,188
+73% +$370K 0.77% 41
2019
Q2 		$515K Buy
11,216
+560
+5% +$24.6K 0.55% 55
2019
Q1 		$459K Sell
10,656
-6,260
-37% -$256K 0.6% 55
2018
Q4 		$637K Buy
+16,916
New +$685K 0.33% 70

Other funds holding IVW

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Hayden Royal's IVW Position: Q4 2021 in Review

Hayden Royal reduced its iShares S&P 500 Growth ETF (IVW) stake by 5.7% in Q4 2021, selling an estimated $104K and leaving 21,335 shares worth $1.78M. The position accounts for 4.18% of the portfolio, ranked #1.

Hayden Royal first reported a position in IVW in Q4 2018 and has held it in 13 quarters since. 1,348 funds tracked by Wall St. Rank hold IVW as of Q4 2021.

  • Hayden Royal held 21,335 shares of iShares S&P 500 Growth ETF worth $1.78M as of Q4 2021.
  • Hayden Royal sold 1,297 iShares S&P 500 Growth ETF shares in Q4 2021, an estimated $104K.
  • iShares S&P 500 Growth ETF made up 4.18% of Hayden Royal's portfolio in Q4 2021, its #1 holding.
  • Hayden Royal first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 13 quarters since.
  • 1,348 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2021.

Based on Hayden Royal's 13F filing for Q4 2021, filed 7 Feb 2022.