Shone Asset Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Shone Asset Management’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
2020 Q4	$5.31M	Buy	84,499 +75	+0.1%	+$4.55K	4.13%	10
2020 Q3	$5.07M	Buy	84,424 +1,936	+2%	+$110K	4.53%	11
2020 Q2	$4.47M	Buy	82,488 +14,264	+21%	+$684K	4.42%	11
2020 Q1	$3.12M	Buy	+68,224	New	+$3.23M	3.7%	11

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Shone Asset Management's IVW Position: Q4 2020 in Review

Shone Asset Management increased its iShares S&P 500 Growth ETF (IVW) stake by 0.09% in Q4 2020, buying an estimated $4.55K and bringing the position to 84,499 shares worth $5.31M. The position accounts for 4.13% of the portfolio, ranked #10.

Shone Asset Management first reported a position in IVW in Q1 2020 and has held it in 4 quarters since. 1,120 funds tracked by Wall St. Rank hold IVW as of Q4 2020.

Shone Asset Management held 84,499 shares of iShares S&P 500 Growth ETF worth $5.31M as of Q4 2020.
Shone Asset Management bought 75 iShares S&P 500 Growth ETF shares in Q4 2020, an estimated $4.55K.
iShares S&P 500 Growth ETF made up 4.13% of Shone Asset Management's portfolio in Q4 2020, its #10 holding.
Shone Asset Management first reported a position in iShares S&P 500 Growth ETF in Q1 2020 and has held it in 4 quarters since.
1,120 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2020.

Based on Shone Asset Management's 13F filing for Q4 2020, filed 20 Jan 2021.