Lake Point Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Lake Point Wealth Management’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
2022 Q2	$42K	Hold	700	–	–	0.02%	74
2022 Q1	$53K	Hold	700	–	–	0.02%	66
2021 Q4	$59K	Hold	700	–	–	0.03%	65
2021 Q3	$52K	Hold	700	–	–	0.02%	60
2021 Q2	$51K	Buy	+700	New	+$48.5K	0.02%	62
2020 Q1	$29K	Hold	700	–	–	0.03%	71
2019 Q4	$34K	Buy	+700	New	+$32.4K	0.01%	151

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Lake Point Wealth Management's IVW Position: Q2 2022 in Review

Lake Point Wealth Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2022 at 700 shares worth $42K. The position accounts for 0.02% of the portfolio, ranked #74.

Lake Point Wealth Management first reported a position in IVW in Q4 2019 and has held it in 7 quarters since. The position peaked at $59K in Q4 2021. 1,208 funds tracked by Wall St. Rank hold IVW as of Q2 2022.

Lake Point Wealth Management held 700 shares of iShares S&P 500 Growth ETF worth $42K as of Q2 2022.
Lake Point Wealth Management left its iShares S&P 500 Growth ETF share count unchanged in Q2 2022.
iShares S&P 500 Growth ETF made up 0.02% of Lake Point Wealth Management's portfolio in Q2 2022, its #74 holding.
Lake Point Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 7 quarters since.
Lake Point Wealth Management's iShares S&P 500 Growth ETF position peaked at $59K in Q4 2021.
1,208 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.