Slow Capital’s iShares S&P 500 Growth ETF IVW Stock Holding History

Slow Capital’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	–	Sell	-156	Closed	-$9K	–	226
2020 Q3	$9K	Buy	+156	New	+$8.83K	﹤0.01%	239
2020 Q1	–	Sell	-16,212	Closed	-$785K	–	178
2019 Q4	$785K	Sell	16,212 -508	-3%	-$23.5K	0.24%	123
2019 Q3	$753K	Buy	16,720 +3,324	+25%	+$150K	0.27%	115
2019 Q2	$600K	Buy	13,396 +7,336	+121%	+$323K	0.25%	115
2019 Q1	$261K	Buy	+6,060	New	+$248K	0.1%	158

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

Slow Capital's IVW Position: Q4 2020 in Review

Slow Capital sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2020, closing a stake of 156 shares — an estimated $9K sold.

Slow Capital first reported a position in IVW in Q1 2019 and held it in 5 quarters. The position peaked at $785K in Q4 2019. 1,120 funds tracked by Wall St. Rank hold IVW as of Q4 2020.

Slow Capital reported no remaining iShares S&P 500 Growth ETF position as of Q4 2020 after selling out during the quarter.
Slow Capital sold 156 iShares S&P 500 Growth ETF shares in Q4 2020, an estimated $9K.
Slow Capital first reported a position in iShares S&P 500 Growth ETF in Q1 2019 and held it in 5 quarters.
Slow Capital's iShares S&P 500 Growth ETF position peaked at $785K in Q4 2019.
1,120 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2020.

Based on Slow Capital's 13F filing for Q4 2020, filed 11 Feb 2021.