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

Horan Capital 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
2020 Q4	–	Sell	-488	Closed	-$28K	–	177
2020 Q3	$28K	Buy	+488	New	+$27.6K	0.02%	205
2020 Q1	–	Sell	-488	Closed	-$24K	–	163
2019 Q4	$24K	Hold	488	–	–	0.01%	186
2019 Q3	$22K	Buy	+488	New	+$22.1K	0.01%	195
2019 Q2	–	Sell	-488	Closed	-$21K	–	157
2019 Q1	$21K	Buy	+488	New	+$20K	0.01%	188
2017 Q4	–	Sell	-488	Closed	-$17K	–	167
2017 Q3	$17K	Buy	+488	New	+$17.2K	0.01%	230

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Horan Capital Advisors's IVW Position: Q4 2020 in Review

Horan Capital Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2020, closing a stake of 488 shares — an estimated $28K sold.

Horan Capital Advisors first reported a position in IVW in Q3 2017 and held it in 5 quarters. The position peaked at $28K in Q3 2020. 1,120 funds tracked by Wall St. Rank hold IVW as of Q4 2020.

Horan Capital Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q4 2020 after selling out during the quarter.
Horan Capital Advisors sold 488 iShares S&P 500 Growth ETF shares in Q4 2020, an estimated $28K.
Horan Capital Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2017 and held it in 5 quarters.
Horan Capital Advisors's iShares S&P 500 Growth ETF position peaked at $28K in Q3 2020.
1,120 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2020.

Based on Horan Capital Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.