Sonora Investment Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Sonora Investment 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
2021 Q3	$197K	Hold	2,664	–	–	0.02%	206
2021 Q2	$194K	Hold	2,664	–	–	0.03%	195
2021 Q1	$173K	Hold	2,664	–	–	0.01%	313
2020 Q4	$170K	Hold	2,664	–	–	0.01%	319
2020 Q3	$154K	Hold	2,664	–	–	0.01%	301
2020 Q2	$138K	Hold	2,664	–	–	0.01%	282
2020 Q1	$110K	Hold	2,664	–	–	0.01%	301
2019 Q4	$129K	Sell	2,664 -420	-14%	-$19.5K	0.01%	300
2019 Q3	$139K	Buy	3,084 +420	+16%	+$19K	0.01%	282
2019 Q2	$119K	Hold	2,664	–	–	0.01%	307
2019 Q1	$115K	Hold	2,664	–	–	0.01%	300
2018 Q4	$100K	Hold	2,664	–	–	0.01%	302
2018 Q3	$118K	Hold	2,664	–	–	0.02%	267
2018 Q2	$108K	Hold	2,664	–	–	0.02%	265
2018 Q1	$103K	Buy	+2,664	New	+$106K	0.02%	262

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

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Sonora Investment Management's IVW Position: Q3 2021 in Review

Sonora Investment Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2021 at 2,664 shares worth $197K. The position accounts for 0.02% of the portfolio, ranked #206.

Sonora Investment Management first reported a position in IVW in Q1 2018 and has held it in 15 quarters since. 1,163 funds tracked by Wall St. Rank hold IVW as of Q3 2021.

Sonora Investment Management held 2,664 shares of iShares S&P 500 Growth ETF worth $197K as of Q3 2021.
Sonora Investment Management left its iShares S&P 500 Growth ETF share count unchanged in Q3 2021.
iShares S&P 500 Growth ETF made up 0.02% of Sonora Investment Management's portfolio in Q3 2021, its #206 holding.
Sonora Investment Management first reported a position in iShares S&P 500 Growth ETF in Q1 2018 and has held it in 15 quarters since.
1,163 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.