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

Hoover Financial 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 Q2	$234K	Buy	3,218 +3	+0.1%	+$208	0.04%	121
2021 Q1	$217K	Buy	3,215 +4	+0.1%	+$259	0.04%	115
2020 Q4	$204K	Sell	3,211 -637	-17%	-$38.6K	0.05%	105
2020 Q3	$222K	Buy	3,848 +4	+0.1%	+$226	0.07%	91
2020 Q2	$199K	Buy	+3,844	New	+$184K	0.08%	90

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

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

Hoover Financial Advisors's IVW Position: Q2 2021 in Review

Hoover Financial Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 0.09% in Q2 2021, buying an estimated $208 and bringing the position to 3,218 shares worth $234K. The position accounts for 0.04% of the portfolio, ranked #121.

Hoover Financial Advisors first reported a position in IVW in Q2 2020 and has held it in 5 quarters since. 1,136 funds tracked by Wall St. Rank hold IVW as of Q2 2021.

Hoover Financial Advisors held 3,218 shares of iShares S&P 500 Growth ETF worth $234K as of Q2 2021.
Hoover Financial Advisors bought 3 iShares S&P 500 Growth ETF shares in Q2 2021, an estimated $208.
iShares S&P 500 Growth ETF made up 0.04% of Hoover Financial Advisors's portfolio in Q2 2021, its #121 holding.
Hoover Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2020 and has held it in 5 quarters since.
1,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.