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

Pinnacle Wealth 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 Q2	$3.49M	Buy	+48,044	New	+$3.33M	0.14%	136

Other funds holding IVW

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pinnacle Wealth Advisors's IVW Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2021: 48,044 shares worth $3.49M. The stake represents 0.14% of the portfolio and ranks #136 among its holdings.

1,136 funds tracked by Wall St. Rank hold IVW as of Q2 2021.

Pinnacle Wealth Advisors held 48,044 shares of iShares S&P 500 Growth ETF worth $3.49M as of Q2 2021.
iShares S&P 500 Growth ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
iShares S&P 500 Growth ETF made up 0.14% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #136 holding.
1,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.