Mid Atlantic Financial Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$2.75M	Buy	37,277 +1,566	+4%	+$119K	0.18%	119
2021 Q2	$2.6M	Sell	35,711 -513	-1%	-$35.5K	0.17%	121
2021 Q1	$2.36M	Buy	36,224 +1,107	+3%	+$71.6K	0.17%	125
2020 Q4	$2.24M	Sell	35,117 -98,691	-74%	-$5.98M	0.17%	126
2020 Q3	$2.03M	Buy	133,808 +101,988	+321%	+$5.77M	0.18%	122
2020 Q2	$1.65M	Buy	31,820 +3,036	+11%	+$146K	0.16%	125
2020 Q1	$1.19M	Buy	28,784 +7,928	+38%	+$375K	0.14%	136
2019 Q4	$1.01M	Sell	20,856 -7,272	-26%	-$337K	0.09%	217
2019 Q3	$1.27M	Sell	28,128 -18,860	-40%	-$853K	0.14%	139
2019 Q2	$2.11M	Sell	46,988 -864	-2%	-$38K	0.22%	100
2019 Q1	$2.06M	Sell	47,852 -11,392	-19%	-$467K	0.22%	93
2018 Q4	$2.23M	Buy	+59,244	New	+$2.4M	0.28%	78

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

Mid Atlantic Financial Management's IVW Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its iShares S&P 500 Growth ETF (IVW) stake by 4.4% in Q3 2021, buying an estimated $119K and bringing the position to 37,277 shares worth $2.75M. The position accounts for 0.18% of the portfolio, ranked #119.

Mid Atlantic Financial Management first reported a position in IVW in Q4 2018 and has held it in 12 quarters since. 1,162 funds tracked by Wall St. Rank hold IVW as of Q3 2021.

Mid Atlantic Financial Management held 37,277 shares of iShares S&P 500 Growth ETF worth $2.75M as of Q3 2021.
Mid Atlantic Financial Management bought 1,566 iShares S&P 500 Growth ETF shares in Q3 2021, an estimated $119K.
iShares S&P 500 Growth ETF made up 0.18% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #119 holding.
Mid Atlantic Financial Management first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 12 quarters since.
1,162 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.