Smart Portfolios LLC’s iShares S&P 500 Growth ETF IVW Stock Holding History

Smart Portfolios LLC’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	-6,096	Closed	-$352K	–	41
2020 Q3	$352K	Hold	6,096	–	–	0.4%	30
2020 Q2	$347K	Hold	6,096	–	–	0.39%	29
2020 Q1	$252K	Hold	6,096	–	–	0.36%	24
2019 Q4	$295K	Sell	6,096 -164	-3%	-$7.6K	0.27%	31
2019 Q3	$288K	Hold	6,260	–	–	0.26%	31
2019 Q2	$281K	Hold	6,260	–	–	0.26%	30
2019 Q1	$270K	Hold	6,260	–	–	0.23%	36
2018 Q4	$236K	Hold	6,260	–	–	0.18%	36
2018 Q3	$277K	Hold	6,260	–	–	0.17%	36
2018 Q2	$254K	Hold	6,260	–	–	0.17%	35
2018 Q1	$243K	Buy	+6,260	New	+$250K	0.16%	35

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

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

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Smart Portfolios LLC's IVW Position: Q4 2020 in Review

Smart Portfolios LLC sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2020, closing a stake of 6,096 shares — an estimated $352K sold.

Smart Portfolios LLC first reported a position in IVW in Q1 2018 and held it in 11 quarters. The position peaked at $352K in Q3 2020. 1,120 funds tracked by Wall St. Rank hold IVW as of Q4 2020.

Smart Portfolios LLC reported no remaining iShares S&P 500 Growth ETF position as of Q4 2020 after selling out during the quarter.
Smart Portfolios LLC sold 6,096 iShares S&P 500 Growth ETF shares in Q4 2020, an estimated $352K.
Smart Portfolios LLC first reported a position in iShares S&P 500 Growth ETF in Q1 2018 and held it in 11 quarters.
Smart Portfolios LLC's iShares S&P 500 Growth ETF position peaked at $352K in Q3 2020.
1,120 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2020.

Based on Smart Portfolios LLC's 13F filing for Q4 2020, filed 8 Mar 2021.