Red Cedar Investment Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Red Cedar Investment 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 Q1	–	Sell	-177,103	Closed	-$11.3M	–	88
2020 Q4	$11.3M	Sell	177,103 -103,745	-37%	-$6.29M	1.69%	9
2020 Q3	$16.2M	Sell	280,848 -110,840	-28%	-$6.27M	2.97%	9
2020 Q2	$20.3M	Sell	391,688 -247,988	-39%	-$11.9M	4.76%	9
2020 Q1	$26.4M	Buy	639,676 +22,968	+4%	+$1.09M	11.34%	3
2019 Q4	$29.9M	Buy	616,708 +5,160	+0.8%	+$239K	7.93%	4
2019 Q3	$27.5M	Hold	611,548	–	–	8.69%	4
2019 Q2	$27.4M	Buy	611,548 +2,208	+0.4%	+$97.1K	10.02%	3
2019 Q1	$26.9M	Sell	609,340 -900	-0.1%	-$36.9K	9.24%	3
2018 Q4	$23M	Buy	610,240 +3,296	+0.5%	+$133K	7.96%	3
2018 Q3	$26.9M	Buy	+606,944	New	+$26.1M	7.95%	4

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Red Cedar Investment Management's IVW Position: Q1 2021 in Review

Red Cedar Investment Management sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2021, closing a stake of 177,103 shares — an estimated $11.3M sold.

Red Cedar Investment Management first reported a position in IVW in Q3 2018 and held it in 10 quarters. The position peaked at $29.9M in Q4 2019. 1,100 funds tracked by Wall St. Rank hold IVW as of Q1 2021.

Red Cedar Investment Management reported no remaining iShares S&P 500 Growth ETF position as of Q1 2021 after selling out during the quarter.
Red Cedar Investment Management sold 177,103 iShares S&P 500 Growth ETF shares in Q1 2021, an estimated $11.3M.
Red Cedar Investment Management first reported a position in iShares S&P 500 Growth ETF in Q3 2018 and held it in 10 quarters.
Red Cedar Investment Management's iShares S&P 500 Growth ETF position peaked at $29.9M in Q4 2019.
1,100 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2021.

Based on Red Cedar Investment Management's 13F filing for Q1 2021, filed 12 May 2021.