Viridian RIA’s iShares S&P 500 Growth ETF IVW Stock Holding History

Viridian RIA’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
2022 Q1	–	Sell	-12,873	Closed	-$967K	–	42
2021 Q4	$1.08M	Buy	+12,873	New	+$1.04M	0.23%	49
2021 Q2	–	Hold	0	–	–	–	62
2021 Q1	–	Sell	-10,213	Closed	-$660K	–	56
2020 Q4	$652K	Sell	10,213 -2,155	-17%	-$131K	0.18%	49
2020 Q3	$715K	Sell	12,368 -480	-4%	-$27.2K	0.24%	45
2020 Q2	$666K	Buy	12,848 +508	+4%	+$24.4K	0.24%	44
2020 Q1	$509K	Sell	12,340 -232	-2%	-$11K	0.23%	48
2019 Q4	$609K	Hold	12,572	–	–	0.22%	46
2019 Q3	$566K	Buy	12,572 +192	+2%	+$8.69K	0.24%	45
2019 Q2	$546K	Buy	12,380 +480	+4%	+$21.1K	0.22%	47
2019 Q1	$512K	Sell	11,900 -2,912	-20%	-$119K	0.23%	41
2018 Q4	$557K	Buy	+14,812	New	+$599K	0.28%	44
2018 Q2	–	Sell	-7,428	Closed	-$288K	–	42
2018 Q1	$288K	Buy	+7,428	New	+$296K	0.14%	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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Viridian RIA's IVW Position: Q1 2022 in Review

Viridian RIA sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2022, closing a stake of 12,873 shares — an estimated $967K sold.

Viridian RIA first reported a position in IVW in Q1 2018 and held it in 11 quarters. The position peaked at $1.08M in Q4 2021. 1,298 funds tracked by Wall St. Rank hold IVW as of Q1 2022.

Viridian RIA reported no remaining iShares S&P 500 Growth ETF position as of Q1 2022 after selling out during the quarter.
Viridian RIA sold 12,873 iShares S&P 500 Growth ETF shares in Q1 2022, an estimated $967K.
Viridian RIA first reported a position in iShares S&P 500 Growth ETF in Q1 2018 and held it in 11 quarters.
Viridian RIA's iShares S&P 500 Growth ETF position peaked at $1.08M in Q4 2021.
1,298 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2022.

Based on Viridian RIA's 13F filing for Q1 2022, filed 26 Apr 2022.