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Northstar Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Northstar Investment Advisors’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 		$471K Hold
6,240
– – 0.06% 125
2021
Q1 		$406K Hold
6,240
– – 0.06% 124
2020
Q4 		$398K Hold
6,240
– – 0.06% 114
2020
Q3 		$360K Buy
+6,240
New +$353K 0.06% 108

Other funds holding IVW

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northstar Investment Advisors's IVW Position: Q2 2021 in Review

Northstar Investment Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2021 at 6,240 shares worth $471K. The position accounts for 0.06% of the portfolio, ranked #125.

Northstar Investment Advisors first reported a position in IVW in Q3 2020 and has held it in 4 quarters since. 1,136 funds tracked by Wall St. Rank hold IVW as of Q2 2021.

  • Northstar Investment Advisors held 6,240 shares of iShares S&P 500 Growth ETF worth $471K as of Q2 2021.
  • Northstar Investment Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q2 2021.
  • iShares S&P 500 Growth ETF made up 0.06% of Northstar Investment Advisors's portfolio in Q2 2021, its #125 holding.
  • Northstar Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2020 and has held it in 4 quarters since.
  • 1,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2021.

Based on Northstar Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.