Oakwood Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Oakwood Capital 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 Q2	$297K	Buy	4,085 +150	+4%	+$10.4K	0.08%	55
2021 Q1	$256K	Sell	3,935 -510	-11%	-$33K	0.08%	53
2020 Q4	$284K	Sell	4,445 -1,815	-29%	-$110K	0.09%	59
2020 Q3	$362K	Buy	+6,260	New	+$354K	0.13%	53

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

Oakwood Capital Management's IVW Position: Q2 2021 in Review

Oakwood Capital Management increased its iShares S&P 500 Growth ETF (IVW) stake by 3.8% in Q2 2021, buying an estimated $10.4K and bringing the position to 4,085 shares worth $297K. The position accounts for 0.08% of the portfolio, ranked #55.

Oakwood Capital Management first reported a position in IVW in Q3 2020 and has held it in 4 quarters since. The position peaked at $362K in Q3 2020. 1,136 funds tracked by Wall St. Rank hold IVW as of Q2 2021.

Oakwood Capital Management held 4,085 shares of iShares S&P 500 Growth ETF worth $297K as of Q2 2021.
Oakwood Capital Management bought 150 iShares S&P 500 Growth ETF shares in Q2 2021, an estimated $10.4K.
iShares S&P 500 Growth ETF made up 0.08% of Oakwood Capital Management's portfolio in Q2 2021, its #55 holding.
Oakwood Capital Management first reported a position in iShares S&P 500 Growth ETF in Q3 2020 and has held it in 4 quarters since.
Oakwood Capital Management's iShares S&P 500 Growth ETF position peaked at $362K in Q3 2020.
1,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2021.

Based on Oakwood Capital Management's 13F filing for Q2 2021, filed 22 Jul 2021.