JPLA
IVW icon

Joseph P. Lucia & Associates’s iShares S&P 500 Growth ETF IVW Stock Holding History

Joseph P. Lucia & Associates’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 		– Sell
-6,200
Closed -$404K – 595
2021
Q1 		$404K Buy
+6,200
New +$401K 0.18% 85

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

Joseph P. Lucia & Associates's IVW Position: Q2 2021 in Review

Joseph P. Lucia & Associates sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2021, closing a stake of 6,200 shares — an estimated $404K sold.

Joseph P. Lucia & Associates first reported a position in IVW in Q1 2021 and held it in 1 quarter. The position peaked at $404K in Q1 2021. 1,136 funds tracked by Wall St. Rank hold IVW as of Q2 2021.

  • Joseph P. Lucia & Associates reported no remaining iShares S&P 500 Growth ETF position as of Q2 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 6,200 iShares S&P 500 Growth ETF shares in Q2 2021, an estimated $404K.
  • Joseph P. Lucia & Associates first reported a position in iShares S&P 500 Growth ETF in Q1 2021 and held it in 1 quarter.
  • Joseph P. Lucia & Associates's iShares S&P 500 Growth ETF position peaked at $404K in Q1 2021.
  • 1,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2021, filed 27 Jul 2021.