HCMNY
IVW icon

Howard Capital Management (New York)’s iShares S&P 500 Growth ETF IVW Stock Holding History

Howard Capital Management (New York)’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 		$1.17M Hold
18,340
– – 0.13% 48
2020
Q3 		$1.06M Hold
18,340
– – 0.13% 46
2020
Q2 		$951K Hold
18,340
– – 0.13% 61
2020
Q1 		$757K Sell
18,340
-100
-0.5% -$4.73K 0.13% 62
2019
Q4 		$893K Sell
18,440
-100
-0.5% -$4.63K 0.11% 68
2019
Q3 		$834K Sell
18,540
-100
-0.5% -$4.52K 0.12% 69
2019
Q2 		$835K Sell
18,640
-200
-1% -$8.8K 0.11% 70
2019
Q1 		$812K Sell
18,840
-300
-2% -$12.3K 0.11% 70
2018
Q4 		$721K Sell
19,140
-700
-4% -$28.3K 0.12% 67
2018
Q3 		$879K Sell
19,840
-1,040
-5% -$44.7K 0.12% 69
2018
Q2 		$849K Sell
20,880
-840
-4% -$33.7K 0.12% 67
2018
Q1 		$842K Sell
21,720
-100
-0.5% -$3.99K 0.12% 68
2017
Q4 		$833K Sell
21,820
-2,340
-10% -$87.4K 0.12% 68
2017
Q3 		$866K Sell
24,160
-600
-2% -$21.1K 0.13% 66
2017
Q2 		$847K Sell
24,760
-840
-3% -$28.5K 0.13% 67
2017
Q1 		$842K Hold
25,600
– – 0.14% 64
2016
Q4 		$779K Buy
25,600
+220
+0.9% +$6.64K 0.14% 67
2016
Q3 		$772K Hold
25,380
– – 0.14% 68
2016
Q2 		$740K Sell
25,380
-60
-0.2% -$1.74K 0.14% 66
2016
Q1 		$737K Hold
25,440
– – 0.14% 65
2015
Q4 		$736K Sell
25,440
-200
-0.8% -$5.81K 0.14% 68
2015
Q3 		$691K Hold
25,640
– – 0.14% 68
2015
Q2 		$730K Hold
25,640
– – 0.14% 69
2015
Q1 		$730K Hold
25,640
– – 0.14% 68
2014
Q4 		$715K Hold
25,640
– – 0.14% 67
2014
Q3 		$685K Hold
25,640
– – 0.14% 65
2014
Q2 		$674K Sell
25,640
-608
-2% -$15.4K 0.13% 67
2014
Q1 		$655K Buy
26,248
+5,600
+27% +$138K 0.13% 68
2013
Q4 		$510K Buy
+20,648
New +$487K 0.1% 72

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Howard Capital Management (New York)'s IVW Position: Q4 2020 in Review

Howard Capital Management (New York) held its iShares S&P 500 Growth ETF (IVW) position steady in Q4 2020 at 18,340 shares worth $1.17M. The position accounts for 0.13% of the portfolio, ranked #48.

Howard Capital Management (New York) first reported a position in IVW in Q4 2013 and has held it in 29 quarters since. 1,120 funds tracked by Wall St. Rank hold IVW as of Q4 2020.

  • Howard Capital Management (New York) held 18,340 shares of iShares S&P 500 Growth ETF worth $1.17M as of Q4 2020.
  • Howard Capital Management (New York) left its iShares S&P 500 Growth ETF share count unchanged in Q4 2020.
  • iShares S&P 500 Growth ETF made up 0.13% of Howard Capital Management (New York)'s portfolio in Q4 2020, its #48 holding.
  • Howard Capital Management (New York) first reported a position in iShares S&P 500 Growth ETF in Q4 2013 and has held it in 29 quarters since.
  • 1,120 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2020.

Based on Howard Capital Management (New York)'s 13F filing for Q4 2020, filed 2 Feb 2021.