Managed Account Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Managed Account Services’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 Q3	–	Sell	-3,628	Closed	-$264K	–	109
2021 Q2	$264K	Sell	3,628 -58	-2%	-$4.01K	0.06%	96
2021 Q1	$240K	Sell	3,686 -30	-0.8%	-$1.94K	0.06%	93
2020 Q4	$242K	Sell	3,716 -11,244	-75%	-$682K	0.07%	92
2020 Q3	$222K	Buy	14,960 +11,220	+300%	+$635K	0.07%	91
2020 Q2	$201K	Buy	+3,740	New	+$179K	0.07%	91

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Managed Account Services's IVW Position: Q3 2021 in Review

Managed Account Services sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2021, closing a stake of 3,628 shares — an estimated $264K sold.

Managed Account Services first reported a position in IVW in Q2 2020 and held it in 5 quarters. The position peaked at $264K in Q2 2021. 1,162 funds tracked by Wall St. Rank hold IVW as of Q3 2021.

Managed Account Services reported no remaining iShares S&P 500 Growth ETF position as of Q3 2021 after selling out during the quarter.
Managed Account Services sold 3,628 iShares S&P 500 Growth ETF shares in Q3 2021, an estimated $264K.
Managed Account Services first reported a position in iShares S&P 500 Growth ETF in Q2 2020 and held it in 5 quarters.
Managed Account Services's iShares S&P 500 Growth ETF position peaked at $264K in Q2 2021.
1,162 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2021.

Based on Managed Account Services's 13F filing for Q3 2021, filed 9 Nov 2021.