SVA Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

SVA Wealth 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	$577K	Buy	9,045 +1	+0%	+$61	0.05%	151
2020 Q3	$522K	Buy	9,044 +4,344	+92%	+$246K	0.05%	147
2020 Q2	$244K	Buy	+4,700	New	+$225K	0.03%	180
2020 Q1	–	Sell	-4,184	Closed	-$203K	–	200
2019 Q4	$203K	Buy	+4,184	New	+$194K	0.02%	202
2018 Q2	–	Sell	-8,248	Closed	-$296K	–	223
2018 Q1	$296K	Buy	8,248 +396	+5%	+$15.8K	0.04%	181
2017 Q4	$300K	Sell	7,852 -396	-5%	-$14.8K	0.04%	180
2017 Q3	$296K	Hold	8,248	–	–	0.04%	181
2017 Q2	$282K	Buy	8,248 +400	+5%	+$13.6K	0.04%	173
2017 Q1	$258K	Hold	7,848	–	–	0.04%	173
2016 Q4	$239K	Buy	+7,848	New	+$237K	0.04%	183
2016 Q3	–	Sell	-9,276	Closed	-$270K	–	200
2016 Q2	$270K	Sell	9,276 -324	-3%	-$9.4K	0.04%	172
2016 Q1	$278K	Hold	9,600	–	–	0.05%	172
2015 Q4	$278K	Hold	9,600	–	–	0.05%	186
2015 Q3	$259K	Buy	9,600 +1,080	+13%	+$30.7K	0.05%	182
2015 Q2	$243K	Hold	8,520	–	–	0.04%	193
2015 Q1	$243K	Hold	8,520	–	–	0.04%	192
2014 Q4	$238K	Hold	8,520	–	–	0.09%	163
2014 Q3	$228K	Hold	8,520	–	–	0.1%	147
2014 Q2	$224K	Sell	8,520 -8,796	-51%	-$223K	0.1%	149
2014 Q1	$432K	Hold	17,316	–	–	0.2%	101
2013 Q4	$427K	Buy	+17,316	New	+$408K	0.25%	93

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

SVA Wealth Management's IVW Position: Q4 2020 in Review

SVA Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 0.01% in Q4 2020, buying an estimated $61 and bringing the position to 9,045 shares worth $577K. The position accounts for 0.05% of the portfolio, ranked #151.

SVA Wealth Management first reported a position in IVW in Q4 2013 and has held it in 21 quarters since. 1,120 funds tracked by Wall St. Rank hold IVW as of Q4 2020.

SVA Wealth Management held 9,045 shares of iShares S&P 500 Growth ETF worth $577K as of Q4 2020.
SVA Wealth Management bought 1 iShares S&P 500 Growth ETF share in Q4 2020, an estimated $61.
iShares S&P 500 Growth ETF made up 0.05% of SVA Wealth Management's portfolio in Q4 2020, its #151 holding.
SVA Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2013 and has held it in 21 quarters since.
1,120 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.