Swaine & Leidel Wealth Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Swaine & Leidel Wealth Services’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	–	Sell	-8,858	Closed	-$565K	–	73
2020 Q4	$565K	Sell	8,858 -1,226	-12%	-$74.3K	0.41%	48
2020 Q3	$583K	Sell	10,084 -6,412	-39%	-$363K	0.57%	40
2020 Q2	$856K	Buy	16,496 +8	+0%	+$384	0.87%	34
2020 Q1	$680K	Buy	16,488 +2,152	+15%	+$102K	0.71%	40
2019 Q4	$694K	Hold	14,336	–	–	0.58%	41
2019 Q3	$645K	Buy	14,336 +5,764	+67%	+$261K	0.58%	40
2019 Q2	$384K	Buy	+8,572	New	+$377K	0.41%	42

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

Swaine & Leidel Wealth Services's IVW Position: Q1 2021 in Review

Swaine & Leidel Wealth Services sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2021, closing a stake of 8,858 shares — an estimated $565K sold.

Swaine & Leidel Wealth Services first reported a position in IVW in Q2 2019 and held it in 7 quarters. The position peaked at $856K in Q2 2020. 1,100 funds tracked by Wall St. Rank hold IVW as of Q1 2021.

Swaine & Leidel Wealth Services reported no remaining iShares S&P 500 Growth ETF position as of Q1 2021 after selling out during the quarter.
Swaine & Leidel Wealth Services sold 8,858 iShares S&P 500 Growth ETF shares in Q1 2021, an estimated $565K.
Swaine & Leidel Wealth Services first reported a position in iShares S&P 500 Growth ETF in Q2 2019 and held it in 7 quarters.
Swaine & Leidel Wealth Services's iShares S&P 500 Growth ETF position peaked at $856K in Q2 2020.
1,100 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2021.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2021, filed 13 May 2021.