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

Parisi Gray 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 Q3	–	Sell	-1,916	Closed	-$139K	–	331
2021 Q2	$139K	Buy	+1,916	New	+$133K	0.05%	155
2019 Q2	–	Sell	-1,900	Closed	-$82K	–	270
2019 Q1	$82K	Hold	1,900	–	–	0.05%	153
2018 Q4	$71K	Hold	1,900	–	–	0.05%	154
2018 Q3	$84K	Hold	1,900	–	–	0.05%	157
2018 Q2	$79K	Hold	1,900	–	–	0.05%	169
2018 Q1	$73K	Hold	1,900	–	–	0.06%	170
2017 Q4	$73K	Buy	+1,900	New	+$71K	0.05%	169

Other funds holding IVW

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Parisi Gray Wealth Management's IVW Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2021, closing a stake of 1,916 shares — an estimated $139K sold.

Parisi Gray Wealth Management first reported a position in IVW in Q4 2017 and held it in 7 quarters. The position peaked at $139K in Q2 2021. 1,164 funds tracked by Wall St. Rank hold IVW as of Q3 2021.

Parisi Gray Wealth Management reported no remaining iShares S&P 500 Growth ETF position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 1,916 iShares S&P 500 Growth ETF shares in Q3 2021, an estimated $139K.
Parisi Gray Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and held it in 7 quarters.
Parisi Gray Wealth Management's iShares S&P 500 Growth ETF position peaked at $139K in Q2 2021.
1,164 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.