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Shufro Rose & Co’s iShares S&P 500 Growth ETF IVW Stock Holding History

Shufro Rose & Co’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
-3,052
Closed -$226K – 316
2021
Q3 		$226K Hold
3,052
– – 0.02% 250
2021
Q2 		$222K Buy
+3,052
New +$211K 0.02% 254

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

Shufro Rose & Co's IVW Position: Q4 2021 in Review

Shufro Rose & Co sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2021, closing a stake of 3,052 shares — an estimated $226K sold.

Shufro Rose & Co first reported a position in IVW in Q2 2021 and held it in 2 quarters. The position peaked at $226K in Q3 2021. 1,348 funds tracked by Wall St. Rank hold IVW as of Q4 2021.

  • Shufro Rose & Co reported no remaining iShares S&P 500 Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Shufro Rose & Co sold 3,052 iShares S&P 500 Growth ETF shares in Q4 2021, an estimated $226K.
  • Shufro Rose & Co first reported a position in iShares S&P 500 Growth ETF in Q2 2021 and held it in 2 quarters.
  • Shufro Rose & Co's iShares S&P 500 Growth ETF position peaked at $226K in Q3 2021.
  • 1,348 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2021.

Based on Shufro Rose & Co's 13F filing for Q4 2021, filed 27 Jan 2022.