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Quest Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Quest Capital Management’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
Q4 		$2.39M Buy
28,587
+290
+1% +$23.4K 0.41% 34
2021
Q3 		$2.09M Sell
28,297
-346
-1% -$26.4K 0.41% 32
2021
Q2 		$2.08M Sell
28,643
-400
-1% -$27.7K 0.41% 35
2021
Q1 		$1.89M Buy
29,043
+1,243
+4% +$80.4K 0.41% 38
2020
Q4 		$1.77M Buy
27,800
+5,140
+23% +$312K 0.41% 37
2020
Q3 		$1.31M Buy
22,660
+56
+0.2% +$3.17K 0.36% 46
2020
Q2 		$1.17M Sell
22,604
-2,412
-10% -$116K 0.35% 45
2020
Q1 		$1.03M Sell
25,016
-748
-3% -$35.4K 0.35% 50
2019
Q4 		$1.25M Buy
25,764
+196
+0.8% +$9.09K 0.3% 50
2019
Q3 		$1.15M Sell
25,568
-11,984
-32% -$542K 0.28% 56
2019
Q2 		$1.68M Buy
37,552
+1,688
+5% +$74.2K 0.43% 32
2019
Q1 		$1.55M Buy
35,864
+2,880
+9% +$118K 0.39% 39
2018
Q4 		$1.24M Buy
+32,984
New +$1.33M 0.36% 43

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Quest Capital Management's IVW Position: Q4 2021 in Review

Quest Capital Management increased its iShares S&P 500 Growth ETF (IVW) stake by 1% in Q4 2021, buying an estimated $23.4K and bringing the position to 28,587 shares worth $2.39M. The position accounts for 0.41% of the portfolio, ranked #34.

Quest Capital Management first reported a position in IVW in Q4 2018 and has held it in 13 quarters since. 1,348 funds tracked by Wall St. Rank hold IVW as of Q4 2021.

  • Quest Capital Management held 28,587 shares of iShares S&P 500 Growth ETF worth $2.39M as of Q4 2021.
  • Quest Capital Management bought 290 iShares S&P 500 Growth ETF shares in Q4 2021, an estimated $23.4K.
  • iShares S&P 500 Growth ETF made up 0.41% of Quest Capital Management's portfolio in Q4 2021, its #34 holding.
  • Quest Capital Management first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 13 quarters since.
  • 1,348 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2021.

Based on Quest Capital Management's 13F filing for Q4 2021, filed 31 Jan 2022.