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Private Wealth Advisors (Pennsylvania)’s iShares S&P 500 Growth ETF IVW Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
2020
Q4 		$4.52M Buy
70,838
+7,934
+13% +$481K 2.58% 9
2020
Q3 		$3.63M Sell
62,904
-668
-1% -$37.8K 2.33% 11
2020
Q2 		$3.3M Buy
63,572
+2,752
+5% +$132K 2.25% 11
2020
Q1 		$2.79M Buy
60,820
+4,916
+9% +$232K 2.12% 14
2019
Q4 		$2.8M Sell
55,904
-6,464
-10% -$300K 1.49% 20
2019
Q3 		$2.81M Sell
62,368
-4,592
-7% -$208K 1.43% 20
2019
Q2 		$3M Buy
66,960
+1,668
+3% +$73.4K 1.06% 30
2019
Q1 		$2.81M Buy
65,292
+1,944
+3% +$79.6K 1.05% 33
2018
Q4 		$2.39M Buy
63,348
+2,420
+4% +$97.9K 1.03% 32
2018
Q3 		$2.7M Buy
60,928
+2,404
+4% +$103K 1% 32
2018
Q2 		$2.38M Buy
58,524
+420
+0.7% +$16.9K 0.95% 34
2018
Q1 		$2.25M Buy
58,104
+4,588
+9% +$183K 0.9% 35
2017
Q4 		$2.04M Buy
53,516
+1,188
+2% +$44.4K 0.79% 39
2017
Q3 		$1.88M Buy
52,328
+3,104
+6% +$109K 0.77% 42
2017
Q2 		$1.68M Buy
49,224
+9,540
+24% +$323K 0.72% 43
2017
Q1 		$1.3M Buy
39,684
+6,724
+20% +$216K 0.59% 52
2016
Q4 		$1M Buy
32,960
+8,624
+35% +$260K 0.47% 63
2016
Q3 		$740K Buy
24,336
+12,944
+114% +$392K 0.35% 75
2016
Q2 		$332K Sell
11,392
-628
-5% -$18.2K 0.16% 102
2016
Q1 		$348K Buy
12,020
+280
+2% +$7.7K 0.19% 94
2015
Q4 		$340K Sell
11,740
-31,528
-73% -$917K 0.19% 93
2015
Q3 		$1.17M Sell
43,268
-2,896
-6% -$82.3K 0.58% 50
2015
Q2 		$1.31M Sell
46,164
-5,332
-10% -$155K 0.6% 51
2015
Q1 		$1.47M Sell
51,496
-1,568
-3% -$44.5K 0.69% 45
2014
Q4 		$1.48M Sell
53,064
-1,324
-2% -$36.2K 0.72% 44
2014
Q3 		$1.45M Sell
54,388
-256
-0.5% -$6.82K 0.77% 42
2014
Q2 		$1.44M Sell
54,644
-3,948
-7% -$100K 0.74% 45
2014
Q1 		$1.46M Sell
58,592
-11,228
-16% -$277K 0.8% 41
2013
Q4 		$1.72M Sell
69,820
-1,228
-2% -$28.9K 0.94% 38
2013
Q3 		$1.59M Buy
71,048
+3,180
+5% +$70.2K 0.94% 39
2013
Q2 		$1.43M Buy
+67,868
New +$1.44M 0.89% 42

Other funds holding IVW

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s IVW Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) increased its iShares S&P 500 Growth ETF (IVW) stake by 13% in Q4 2020, buying an estimated $481K and bringing the position to 70,838 shares worth $4.52M. The position accounts for 2.58% of the portfolio, ranked #9.

Private Wealth Advisors (Pennsylvania) first reported a position in IVW in Q2 2013 and has held it in 31 quarters since. 1,120 funds tracked by Wall St. Rank hold IVW as of Q4 2020.

  • Private Wealth Advisors (Pennsylvania) held 70,838 shares of iShares S&P 500 Growth ETF worth $4.52M as of Q4 2020.
  • Private Wealth Advisors (Pennsylvania) bought 7,934 iShares S&P 500 Growth ETF shares in Q4 2020, an estimated $481K.
  • iShares S&P 500 Growth ETF made up 2.58% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #9 holding.
  • Private Wealth Advisors (Pennsylvania) first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 31 quarters since.
  • 1,120 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.