Peddock Capital Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Peddock Capital Advisors’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 Q1	–	Sell	-1,232	Closed	-$79K	–	222
2020 Q4	$79K	Buy	+1,232	New	+$74.7K	0.04%	145
2020 Q1	–	Sell	-1,232	Closed	-$60K	–	170
2019 Q4	$60K	Sell	1,232 -5,112	-81%	-$237K	0.03%	154
2019 Q3	$286K	Buy	6,344 +444	+8%	+$20.1K	0.16%	90
2019 Q2	$264K	Buy	5,900 +44	+0.8%	+$1.94K	0.14%	95
2019 Q1	$252K	Buy	5,856 +56	+1%	+$2.29K	0.14%	97
2018 Q4	$218K	Buy	5,800 +52	+0.9%	+$2.1K	0.13%	102
2018 Q3	$255K	Sell	5,748 -28	-0.5%	-$1.2K	0.12%	104
2018 Q2	$235K	Sell	5,776 -444	-7%	-$17.8K	0.12%	108
2018 Q1	$241K	Sell	6,220 -364	-6%	-$14.5K	0.13%	105
2017 Q4	$252K	Sell	6,584 -176	-3%	-$6.58K	0.13%	104
2017 Q3	$242K	Buy	6,760 +104	+2%	+$3.66K	0.12%	105
2017 Q2	$228K	Buy	6,656 +992	+18%	+$33.6K	0.12%	106
2017 Q1	$186K	Sell	5,664 -312	-5%	-$10K	0.11%	107
2016 Q4	$182K	Buy	5,976 +1,060	+22%	+$32K	0.11%	106
2016 Q3	$150K	Buy	+4,916	New	+$149K	0.09%	109

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Peddock Capital Advisors's IVW Position: Q1 2021 in Review

Peddock Capital Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2021, closing a stake of 1,232 shares — an estimated $79K sold.

Peddock Capital Advisors first reported a position in IVW in Q3 2016 and held it in 15 quarters. The position peaked at $286K in Q3 2019. 1,100 funds tracked by Wall St. Rank hold IVW as of Q1 2021.

Peddock Capital Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q1 2021 after selling out during the quarter.
Peddock Capital Advisors sold 1,232 iShares S&P 500 Growth ETF shares in Q1 2021, an estimated $79K.
Peddock Capital Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2016 and held it in 15 quarters.
Peddock Capital Advisors's iShares S&P 500 Growth ETF position peaked at $286K in Q3 2019.
1,100 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2021.

Based on Peddock Capital Advisors's 13F filing for Q1 2021, filed 17 May 2021.