RPg Family Wealth Advisory’s iShares S&P 500 Growth ETF IVW Stock Holding History

RPg Family Wealth Advisory’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 Q2	–	Sell	-2,632	Closed	-$201K	–	206
2022 Q1	$201K	Hold	2,632	–	–	0.09%	105
2021 Q4	$220K	Sell	2,632 -1,496	-36%	-$121K	0.09%	113
2021 Q3	$305K	Hold	4,128	–	–	0.13%	104
2021 Q2	$300K	Buy	+4,128	New	+$286K	0.12%	106
2020 Q4	$343K	Sell	5,380 -2,224	-29%	-$135K	0.16%	95
2020 Q3	$439K	Sell	7,604 -1,452	-16%	-$82.2K	0.23%	79
2020 Q2	$470K	Sell	9,056 -2,532	-22%	-$121K	0.29%	66
2020 Q1	$478K	Buy	11,588 +360	+3%	+$17K	0.37%	55
2019 Q4	$544K	Sell	11,228 -18,812	-63%	-$872K	0.31%	61
2019 Q3	$1.35M	Sell	30,040 -504	-2%	-$22.8K	0.82%	37
2019 Q2	$1.37M	Buy	30,544 +22,220	+267%	+$977K	0.81%	39
2019 Q1	$359K	Buy	8,324 +632	+8%	+$25.9K	0.21%	82
2018 Q4	$290K	Sell	7,692 -204	-3%	-$8.26K	0.28%	47
2018 Q3	$350K	Hold	7,896	–	–	0.26%	52
2018 Q2	$321K	Buy	+7,896	New	+$317K	0.25%	56
2016 Q1	–	Sell	-660	Closed	-$19.1K	–	276
2015 Q4	$19.1K	Buy	+660	New	+$19.2K	0.02%	146

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

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

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

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

RPg Family Wealth Advisory's IVW Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2022, closing a stake of 2,632 shares — an estimated $201K sold.

RPg Family Wealth Advisory first reported a position in IVW in Q4 2015 and held it in 16 quarters. The position peaked at $1.37M in Q2 2019. 1,208 funds tracked by Wall St. Rank hold IVW as of Q2 2022.

RPg Family Wealth Advisory reported no remaining iShares S&P 500 Growth ETF position as of Q2 2022 after selling out during the quarter.
RPg Family Wealth Advisory sold 2,632 iShares S&P 500 Growth ETF shares in Q2 2022, an estimated $201K.
RPg Family Wealth Advisory first reported a position in iShares S&P 500 Growth ETF in Q4 2015 and held it in 16 quarters.
RPg Family Wealth Advisory's iShares S&P 500 Growth ETF position peaked at $1.37M in Q2 2019.
1,208 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.