NWM
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Nauset Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Nauset 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 		$560K Hold
7,337
– – 0.45% 37
2021
Q4 		$614K Buy
+7,337
New +$591K 0.59% 30

Other funds holding IVW

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Nauset Wealth Management's IVW Position: Q1 2022 in Review

Nauset Wealth Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2022 at 7,337 shares worth $560K. The position accounts for 0.45% of the portfolio, ranked #37.

Nauset Wealth Management first reported a position in IVW in Q4 2021 and has held it in 2 quarters since. The position peaked at $614K in Q4 2021. 1,298 funds tracked by Wall St. Rank hold IVW as of Q1 2022.

  • Nauset Wealth Management held 7,337 shares of iShares S&P 500 Growth ETF worth $560K as of Q1 2022.
  • Nauset Wealth Management left its iShares S&P 500 Growth ETF share count unchanged in Q1 2022.
  • iShares S&P 500 Growth ETF made up 0.45% of Nauset Wealth Management's portfolio in Q1 2022, its #37 holding.
  • Nauset Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 2 quarters since.
  • Nauset Wealth Management's iShares S&P 500 Growth ETF position peaked at $614K in Q4 2021.
  • 1,298 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.