PGWM
IVW icon

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 – 272
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
JP Morgan Chase New York $1.47T 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 $501B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return