RBC Europe’s iShares S&P 500 Growth ETF IVW Stock Holding History

RBC Europe’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	–	Sell	-1,100	Closed	-$81.3K	–	881
2021 Q3	$81.3K	Hold	1,100	–	–	﹤0.01%	458
2021 Q2	$80K	Hold	1,100	–	–	﹤0.01%	478
2021 Q1	$71.6K	Hold	1,100	–	–	﹤0.01%	473
2020 Q4	$70.2K	Hold	1,100	–	–	﹤0.01%	445
2020 Q3	$63.5K	Hold	1,100	–	–	﹤0.01%	417
2020 Q2	$57.1K	Hold	1,100	–	–	﹤0.01%	419
2020 Q1	$45.4K	Hold	1,100	–	–	﹤0.01%	404
2019 Q4	$53.3K	Hold	1,100	–	–	﹤0.01%	440
2019 Q3	$49.5K	Hold	1,100	–	–	﹤0.01%	442
2019 Q2	$49.3K	Hold	1,100	–	–	﹤0.01%	459
2019 Q1	$47.4K	Hold	1,100	–	–	0.01%	470
2018 Q4	$41.4K	Hold	1,100	–	–	0.01%	471
2018 Q3	$48.7K	Hold	1,100	–	–	0.01%	483
2018 Q2	$44.7K	Hold	1,100	–	–	0.01%	485
2018 Q1	$42.6K	Hold	1,100	–	–	0.01%	493
2017 Q4	$42K	Hold	1,100	–	–	0.01%	511
2017 Q3	$39.4K	Buy	+1,100	New	+$38.7K	0.01%	529

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

RBC Europe's IVW Position: Q4 2021 in Review

RBC Europe sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2021, closing a stake of 1,100 shares — an estimated $81.3K sold.

RBC Europe first reported a position in IVW in Q3 2017 and held it in 17 quarters. The position peaked at $81.3K in Q3 2021. 1,350 funds tracked by Wall St. Rank hold IVW as of Q4 2021.

RBC Europe reported no remaining iShares S&P 500 Growth ETF position as of Q4 2021 after selling out during the quarter.
RBC Europe sold 1,100 iShares S&P 500 Growth ETF shares in Q4 2021, an estimated $81.3K.
RBC Europe first reported a position in iShares S&P 500 Growth ETF in Q3 2017 and held it in 17 quarters.
RBC Europe's iShares S&P 500 Growth ETF position peaked at $81.3K in Q3 2021.
1,350 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2021.

Based on RBC Europe's 13F filing for Q4 2021, filed 14 Nov 2022.