Northstar Wealth Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Northstar Wealth Partners’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
2020 Q3	–	Sell	-5,888	Closed	-$305K	–	166
2020 Q2	$305K	Sell	5,888 -220	-4%	-$10.5K	0.13%	140
2020 Q1	$252K	Hold	6,108	–	–	0.13%	135
2019 Q4	$295K	Hold	6,108	–	–	0.12%	148
2019 Q3	$275K	Sell	6,108 -2,108	-26%	-$95.4K	0.12%	149
2019 Q2	$368K	Sell	8,216 -40	-0.5%	-$1.76K	0.16%	131
2019 Q1	$356K	Sell	8,256 -812	-9%	-$33.3K	0.16%	128
2018 Q4	$342K	Buy	+9,068	New	+$367K	0.18%	126
2018 Q3	–	Sell	-9,728	Closed	-$395K	–	187
2018 Q2	$395K	Sell	9,728 -456	-4%	-$18.3K	0.2%	124
2018 Q1	$394K	Buy	10,184 +4,836	+90%	+$193K	0.2%	125
2017 Q4	$211K	Buy	+5,348	New	+$200K	0.19%	122

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Northstar Wealth Partners's IVW Position: Q3 2020 in Review

Northstar Wealth Partners sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2020, closing a stake of 5,888 shares — an estimated $305K sold.

Northstar Wealth Partners first reported a position in IVW in Q4 2017 and held it in 10 quarters. The position peaked at $395K in Q2 2018. 1,008 funds tracked by Wall St. Rank hold IVW as of Q3 2020.

Northstar Wealth Partners reported no remaining iShares S&P 500 Growth ETF position as of Q3 2020 after selling out during the quarter.
Northstar Wealth Partners sold 5,888 iShares S&P 500 Growth ETF shares in Q3 2020, an estimated $305K.
Northstar Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and held it in 10 quarters.
Northstar Wealth Partners's iShares S&P 500 Growth ETF position peaked at $395K in Q2 2018.
1,008 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.