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Riverpoint Wealth Management Holdings’s iShares S&P 500 Growth ETF IVW Stock Holding History

Riverpoint Wealth Management Holdings’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
-12,548
Closed -$927K – 54
2021
Q3 		$927K Sell
12,548
-57,522
-82% -$4.38M 0.33% 24
2021
Q2 		$5.1M Buy
70,070
+399
+0.6% +$27.6K 1.41% 16
2021
Q1 		$4.54M Sell
69,671
-10,829
-13% -$700K 1.37% 16
2020
Q4 		$5.14M Sell
80,500
-172
-0.2% -$10.4K 1.62% 15
2020
Q3 		$4.66M Buy
80,672
+1,160
+1% +$65.7K 1.69% 15
2020
Q2 		$4.12M Sell
79,512
-14,328
-15% -$687K 1.61% 15
2020
Q1 		$3.87M Buy
93,840
+8,356
+10% +$395K 1.89% 15
2019
Q4 		$4.14M Buy
85,484
+172
+0.2% +$7.97K 1.64% 15
2019
Q3 		$3.84M Sell
85,312
-208
-0.2% -$9.41K 1.7% 15
2019
Q2 		$3.83M Sell
85,520
-4,624
-5% -$203K 1.75% 14
2019
Q1 		$3.88M Buy
90,144
+1,612
+2% +$66K 1.87% 14
2018
Q4 		$3.34M Sell
88,532
-7,248
-8% -$293K 1.85% 14
2018
Q3 		$4.24M Sell
95,780
-11,140
-10% -$479K 2.16% 10
2018
Q2 		$4.35M Buy
106,920
+1,568
+1% +$63K 2.42% 9
2018
Q1 		$4.08M Buy
105,352
+4,384
+4% +$175K 2.47% 10
2017
Q4 		$3.86M Buy
100,968
+3,356
+3% +$125K 2.41% 10
2017
Q3 		$3.55M Buy
97,612
+13,368
+16% +$471K 2.33% 10
2017
Q2 		$2.9M Buy
+84,244
New +$2.86M 2.04% 11

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

Riverpoint Wealth Management Holdings's IVW Position: Q4 2021 in Review

Riverpoint Wealth Management Holdings sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2021, closing a stake of 12,548 shares — an estimated $927K sold.

Riverpoint Wealth Management Holdings first reported a position in IVW in Q2 2017 and held it in 18 quarters. The position peaked at $5.14M in Q4 2020. 1,348 funds tracked by Wall St. Rank hold IVW as of Q4 2021.

  • Riverpoint Wealth Management Holdings reported no remaining iShares S&P 500 Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Riverpoint Wealth Management Holdings sold 12,548 iShares S&P 500 Growth ETF shares in Q4 2021, an estimated $927K.
  • Riverpoint Wealth Management Holdings first reported a position in iShares S&P 500 Growth ETF in Q2 2017 and held it in 18 quarters.
  • Riverpoint Wealth Management Holdings's iShares S&P 500 Growth ETF position peaked at $5.14M in Q4 2020.
  • 1,348 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2021.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q4 2021, filed 11 Feb 2022.