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

Opes 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
2021 Q2	–	Sell	-1,600	Closed	-$256K	–	89
2021 Q1	$256K	Buy	+1,600	New	+$103K	0.1%	75
2020 Q4	–	Sell	-6,400	Closed	-$256K	–	78
2020 Q3	$256K	Hold	6,400	–	–	0.12%	66
2020 Q2	$256K	Buy	+6,400	New	+$307K	0.13%	62

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

Opes Wealth Management's IVW Position: Q2 2021 in Review

Opes Wealth Management sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2021, closing a stake of 1,600 shares — an estimated $256K sold.

Opes Wealth Management first reported a position in IVW in Q2 2020 and held it in 3 quarters. The position peaked at $256K in Q1 2021. 1,136 funds tracked by Wall St. Rank hold IVW as of Q2 2021.

Opes Wealth Management reported no remaining iShares S&P 500 Growth ETF position as of Q2 2021 after selling out during the quarter.
Opes Wealth Management sold 1,600 iShares S&P 500 Growth ETF shares in Q2 2021, an estimated $256K.
Opes Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q2 2020 and held it in 3 quarters.
Opes Wealth Management's iShares S&P 500 Growth ETF position peaked at $256K in Q1 2021.
1,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2021.

Based on Opes Wealth Management's 13F filing for Q2 2021, filed 3 Aug 2021.