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Insight Wealth Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Insight Wealth Partners’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
Q1 		– Sell
-6,156
Closed -$393K – 56
2020
Q4 		$393K Hold
6,156
– – 0.24% 39
2020
Q3 		$356K Buy
+6,156
New +$348K 0.34% 37

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

Insight Wealth Partners's IVW Position: Q1 2021 in Review

Insight Wealth Partners sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2021, closing a stake of 6,156 shares — an estimated $393K sold.

Insight Wealth Partners first reported a position in IVW in Q3 2020 and held it in 2 quarters. The position peaked at $393K in Q4 2020. 1,100 funds tracked by Wall St. Rank hold IVW as of Q1 2021.

  • Insight Wealth Partners reported no remaining iShares S&P 500 Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Insight Wealth Partners sold 6,156 iShares S&P 500 Growth ETF shares in Q1 2021, an estimated $393K.
  • Insight Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q3 2020 and held it in 2 quarters.
  • Insight Wealth Partners's iShares S&P 500 Growth ETF position peaked at $393K in Q4 2020.
  • 1,100 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2021.

Based on Insight Wealth Partners's 13F filing for Q1 2021, filed 20 Apr 2021.