Nachman Norwood & Parrott’s iShares S&P 500 Growth ETF IVW Stock Holding History

Nachman Norwood & Parrott’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	$8.05M	Sell	110,745 -151	-0.1%	-$10.5K	0.82%	24
2021 Q1	$7.22M	Sell	110,896 -4,647	-4%	-$300K	0.8%	28
2020 Q4	$7.37M	Buy	115,543 +235	+0.2%	+$14.2K	0.86%	26
2020 Q3	$6.66M	Sell	115,308 -600	-0.5%	-$34K	0.9%	24
2020 Q2	$6.01M	Sell	115,908 -6,912	-6%	-$331K	1%	17
2020 Q1	$5.07M	Sell	122,820 -5,368	-4%	-$254K	1.02%	15
2019 Q4	$6.21M	Buy	128,188 +724	+0.6%	+$33.6K	1.02%	15
2019 Q3	$5.74M	Sell	127,464 -1,924	-1%	-$87K	1.02%	13
2019 Q2	$5.8M	Sell	129,388 -664	-0.5%	-$29.2K	1.04%	14
2019 Q1	$5.6M	Sell	130,052 -3,548	-3%	-$145K	1.05%	15
2018 Q4	$5.03M	Buy	+133,600	New	+$5.41M	1.05%	16

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

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

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

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

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

Nachman Norwood & Parrott's IVW Position: Q2 2021 in Review

Nachman Norwood & Parrott reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.14% in Q2 2021, selling an estimated $10.5K and leaving 110,745 shares worth $8.05M. The position accounts for 0.82% of the portfolio, ranked #24.

Nachman Norwood & Parrott first reported a position in IVW in Q4 2018 and has held it in 11 quarters since. 1,136 funds tracked by Wall St. Rank hold IVW as of Q2 2021.

Nachman Norwood & Parrott held 110,745 shares of iShares S&P 500 Growth ETF worth $8.05M as of Q2 2021.
Nachman Norwood & Parrott sold 151 iShares S&P 500 Growth ETF shares in Q2 2021, an estimated $10.5K.
iShares S&P 500 Growth ETF made up 0.82% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #24 holding.
Nachman Norwood & Parrott first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 11 quarters since.
1,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.