Stewardship Financial Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Stewardship Financial Advisors’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 Q1	$127K	Hold	1,952	–	–	0.04%	67
2020 Q4	$125K	Hold	1,952	–	–	0.05%	63
2020 Q3	$113K	Buy	+1,952	New	+$110K	0.05%	59
2018 Q4	–	Sell	-424	Closed	-$19K	–	68
2018 Q3	$19K	Buy	+424	New	+$18.2K	0.01%	65

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

Stewardship Financial Advisors's IVW Position: Q1 2021 in Review

Stewardship Financial Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2021 at 1,952 shares worth $127K. The position accounts for 0.04% of the portfolio, ranked #67.

Stewardship Financial Advisors first reported a position in IVW in Q3 2018 and has held it in 4 quarters since. 1,100 funds tracked by Wall St. Rank hold IVW as of Q1 2021.

Stewardship Financial Advisors held 1,952 shares of iShares S&P 500 Growth ETF worth $127K as of Q1 2021.
Stewardship Financial Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q1 2021.
iShares S&P 500 Growth ETF made up 0.04% of Stewardship Financial Advisors's portfolio in Q1 2021, its #67 holding.
Stewardship Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2018 and has held it in 4 quarters since.
1,100 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.