Stringer Asset Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Stringer Asset 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
2020 Q4	–	Sell	-28,256	Closed	-$1.63M	–	32
2020 Q3	$1.63M	Hold	28,256	–	–	1.81%	22
2020 Q2	$1.47M	Buy	+28,256	New	+$1.35M	1.71%	24

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

Stringer Asset Management's IVW Position: Q4 2020 in Review

Stringer Asset Management sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2020, closing a stake of 28,256 shares — an estimated $1.63M sold.

Stringer Asset Management first reported a position in IVW in Q2 2020 and held it in 2 quarters. The position peaked at $1.63M in Q3 2020. 1,120 funds tracked by Wall St. Rank hold IVW as of Q4 2020.

Stringer Asset Management reported no remaining iShares S&P 500 Growth ETF position as of Q4 2020 after selling out during the quarter.
Stringer Asset Management sold 28,256 iShares S&P 500 Growth ETF shares in Q4 2020, an estimated $1.63M.
Stringer Asset Management first reported a position in iShares S&P 500 Growth ETF in Q2 2020 and held it in 2 quarters.
Stringer Asset Management's iShares S&P 500 Growth ETF position peaked at $1.63M in Q3 2020.
1,120 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2020.

Based on Stringer Asset Management's 13F filing for Q4 2020, filed 16 Feb 2021.