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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Pinnacle Private Wealth's IVW Position: Q2 2022 in Review

Pinnacle Private Wealth sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2022, closing a stake of 3,608 shares — an estimated $276K sold.

Pinnacle Private Wealth first reported a position in IVW in Q4 2021 and held it in 2 quarters. The position peaked at $302K in Q4 2021. 1,209 funds tracked by Wall St. Rank hold IVW as of Q2 2022.

Pinnacle Private Wealth reported no remaining iShares S&P 500 Growth ETF position as of Q2 2022 after selling out during the quarter.
Pinnacle Private Wealth sold 3,608 iShares S&P 500 Growth ETF shares in Q2 2022, an estimated $276K.
Pinnacle Private Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and held it in 2 quarters.
Pinnacle Private Wealth's iShares S&P 500 Growth ETF position peaked at $302K in Q4 2021.
1,209 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.