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Masso Torrence Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Masso Torrence 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
Q1 		– Sell
-200
Closed -$17K – 218
2021
Q4 		$17K Buy
+200
New +$16.1K 0.01% 232

Other funds holding IVW

JP Morgan Chase
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Masso Torrence Wealth Management's IVW Position: Q1 2022 in Review

Masso Torrence Wealth Management sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2022, closing a stake of 200 shares — an estimated $17K sold.

Masso Torrence Wealth Management first reported a position in IVW in Q4 2021 and held it in 1 quarter. The position peaked at $17K in Q4 2021. 1,298 funds tracked by Wall St. Rank hold IVW as of Q1 2022.

  • Masso Torrence Wealth Management reported no remaining iShares S&P 500 Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Masso Torrence Wealth Management sold 200 iShares S&P 500 Growth ETF shares in Q1 2022, an estimated $17K.
  • Masso Torrence Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and held it in 1 quarter.
  • Masso Torrence Wealth Management's iShares S&P 500 Growth ETF position peaked at $17K in Q4 2021.
  • 1,298 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2022.

Based on Masso Torrence Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.