Treybourne Wealth Planners’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
Other funds holding IVW
Treybourne Wealth Planners's IVW Position: Q2 2021 in Review
Treybourne Wealth Planners reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.2% in Q2 2021, selling an estimated $10.4K and leaving 12,806 shares worth $931K. The position accounts for 0.58% of the portfolio, ranked #18.
Treybourne Wealth Planners first reported a position in IVW in Q4 2020 and has held it in 3 quarters since. 1,136 funds tracked by Wall St. Rank hold IVW as of Q2 2021.
- Treybourne Wealth Planners held 12,806 shares of iShares S&P 500 Growth ETF worth $931K as of Q2 2021.
- Treybourne Wealth Planners sold 150 iShares S&P 500 Growth ETF shares in Q2 2021, an estimated $10.4K.
- iShares S&P 500 Growth ETF made up 0.58% of Treybourne Wealth Planners's portfolio in Q2 2021, its #18 holding.
- Treybourne Wealth Planners first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 3 quarters since.
- 1,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2021.
Based on Treybourne Wealth Planners's 13F filing for Q2 2021, filed 29 Jul 2021.