PPW
IVW icon

Pinnacle Private Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Pinnacle Private Wealth’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
2022
Q2 		– Sell
-3,608
Closed -$276K – 291
2022
Q1 		$276K Hold
3,608
– – 0.09% 234
2021
Q4 		$302K Buy
+3,608
New +$291K 0.09% 211

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Bank of America
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Wells Fargo
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Jones Financial Companies
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UBS Group
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Envestnet Asset Management
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Ameriprise
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Goldman Sachs
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Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return