RPG Investment Advisory’s iShares S&P 500 Growth ETF IVW Stock Holding History

RPG Investment 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
2021 Q4	–	Sell	-140	Closed	-$10K	–	212
2021 Q3	$10K	Hold	140	–	–	﹤0.01%	216
2021 Q2	$10K	Hold	140	–	–	﹤0.01%	222
2021 Q1	$9K	Hold	140	–	–	﹤0.01%	229
2020 Q4	$9K	Hold	140	–	–	﹤0.01%	207
2020 Q3	$8K	Hold	140	–	–	﹤0.01%	200
2020 Q2	$7K	Hold	140	–	–	﹤0.01%	217
2020 Q1	$6K	Hold	140	–	–	﹤0.01%	196
2019 Q4	$7K	Hold	140	–	–	﹤0.01%	199
2019 Q3	$6K	Hold	140	–	–	﹤0.01%	200
2019 Q2	$6K	Hold	140	–	–	﹤0.01%	205
2019 Q1	$6K	Hold	140	–	–	﹤0.01%	223
2018 Q4	$5K	Hold	140	–	–	﹤0.01%	227
2018 Q3	$6K	Hold	140	–	–	﹤0.01%	241
2018 Q2	$6K	Hold	140	–	–	﹤0.01%	247
2018 Q1	$5K	Hold	140	–	–	﹤0.01%	330
2017 Q4	$5K	Hold	140	–	–	﹤0.01%	343
2017 Q3	$5K	Hold	140	–	–	﹤0.01%	288
2017 Q2	$5K	Buy	+140	New	+$4.75K	﹤0.01%	248

Other funds holding IVW

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

RPG Investment Advisory's IVW Position: Q4 2021 in Review

RPG Investment Advisory sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2021, closing a stake of 140 shares — an estimated $10K sold.

RPG Investment Advisory first reported a position in IVW in Q2 2017 and held it in 18 quarters. The position peaked at $10K in Q3 2021. 1,348 funds tracked by Wall St. Rank hold IVW as of Q4 2021.

RPG Investment Advisory reported no remaining iShares S&P 500 Growth ETF position as of Q4 2021 after selling out during the quarter.
RPG Investment Advisory sold 140 iShares S&P 500 Growth ETF shares in Q4 2021, an estimated $10K.
RPG Investment Advisory first reported a position in iShares S&P 500 Growth ETF in Q2 2017 and held it in 18 quarters.
RPG Investment Advisory's iShares S&P 500 Growth ETF position peaked at $10K in Q3 2021.
1,348 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2021.

Based on RPG Investment Advisory's 13F filing for Q4 2021, filed 28 Jan 2022.