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

Urban 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	$2.68M	Buy	+42,054	New	+$2.55M	2.23%	12

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

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

Urban Wealth Management opened a new position in iShares S&P 500 Growth ETF (IVW) in Q4 2020: 42,054 shares worth $2.68M. The stake represents 2.23% of the portfolio and ranks #12 among its holdings.

1,120 funds tracked by Wall St. Rank hold IVW as of Q4 2020.

Urban Wealth Management held 42,054 shares of iShares S&P 500 Growth ETF worth $2.68M as of Q4 2020.
iShares S&P 500 Growth ETF was a new Urban Wealth Management position in Q4 2020.
iShares S&P 500 Growth ETF made up 2.23% of Urban Wealth Management's portfolio in Q4 2020, its #12 holding.
1,120 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2020.

Based on Urban Wealth Management's 13F filing for Q4 2020, filed 17 Feb 2021.