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

Regent Peak 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
Q1 		– Sell
-1,136
Closed -$72K – 558
2020
Q4 		$72K Buy
+1,136
New +$68.9K 0.02% 254

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

Regent Peak Wealth Advisors's IVW Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2021, closing a stake of 1,136 shares — an estimated $72K sold.

Regent Peak Wealth Advisors first reported a position in IVW in Q4 2020 and held it in 1 quarter. The position peaked at $72K in Q4 2020. 1,100 funds tracked by Wall St. Rank hold IVW as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 1,136 iShares S&P 500 Growth ETF shares in Q1 2021, an estimated $72K.
  • Regent Peak Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $72K in Q4 2020.
  • 1,100 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.