RiverTree Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

RiverTree 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
2022 Q1	–	Sell	-54,080	Closed	-$4.53M	–	42
2021 Q4	$4.53M	Buy	54,080 +3,093	+6%	+$249K	2.9%	15
2021 Q3	$3.77M	Sell	50,987 -22,754	-31%	-$1.73M	2.57%	18
2021 Q2	$5.36M	Sell	73,741 -2,639	-3%	-$183K	3.63%	14
2021 Q1	$4.97M	Buy	76,380 +21,116	+38%	+$1.37M	3.49%	13
2020 Q4	$3.53M	Buy	+55,264	New	+$3.35M	2.82%	17

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RiverTree Advisors's IVW Position: Q1 2022 in Review

RiverTree Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2022, closing a stake of 54,080 shares — an estimated $4.53M sold.

RiverTree Advisors first reported a position in IVW in Q4 2020 and held it in 5 quarters. The position peaked at $5.36M in Q2 2021. 1,298 funds tracked by Wall St. Rank hold IVW as of Q1 2022.

RiverTree Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q1 2022 after selling out during the quarter.
RiverTree Advisors sold 54,080 iShares S&P 500 Growth ETF shares in Q1 2022, an estimated $4.53M.
RiverTree Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and held it in 5 quarters.
RiverTree Advisors's iShares S&P 500 Growth ETF position peaked at $5.36M in Q2 2021.
1,298 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2022.

Based on RiverTree Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.