Smart Money Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Smart Money Group’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	-14,308	Closed	-$827K	–	74
2020 Q3	$827K	Buy	14,308 +9,228	+182%	+$522K	0.36%	61
2020 Q2	$264K	Buy	+5,080	New	+$244K	0.16%	73
2019 Q4	–	Sell	-19,284	Closed	-$868K	–	86
2019 Q3	$868K	Sell	19,284 -7,308	-27%	-$331K	0.7%	40
2019 Q2	$1.19M	Buy	26,592 +4,528	+21%	+$199K	0.98%	34
2019 Q1	$951K	Buy	22,064 +9,500	+76%	+$389K	0.83%	41
2018 Q4	$473K	Buy	12,564 +992	+9%	+$40.1K	0.49%	40
2018 Q3	$513K	Buy	+11,572	New	+$497K	0.47%	38

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

Smart Money Group's IVW Position: Q4 2020 in Review

Smart Money Group sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2020, closing a stake of 14,308 shares — an estimated $827K sold.

Smart Money Group first reported a position in IVW in Q3 2018 and held it in 7 quarters. The position peaked at $1.19M in Q2 2019. 1,120 funds tracked by Wall St. Rank hold IVW as of Q4 2020.

Smart Money Group reported no remaining iShares S&P 500 Growth ETF position as of Q4 2020 after selling out during the quarter.
Smart Money Group sold 14,308 iShares S&P 500 Growth ETF shares in Q4 2020, an estimated $827K.
Smart Money Group first reported a position in iShares S&P 500 Growth ETF in Q3 2018 and held it in 7 quarters.
Smart Money Group's iShares S&P 500 Growth ETF position peaked at $1.19M in Q2 2019.
1,120 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2020.

Based on Smart Money Group's 13F filing for Q4 2020, filed 27 Jan 2021.