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Wealthspire Advisors (Maryland)’s iShares S&P 500 Growth ETF IVW Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$11.3M Buy
195,216
+135,984
+230% +$7.7M 0.4% 37
2020
Q2 		$3.07M Buy
59,232
+8,104
+16% +$388K 0.22% 68
2020
Q1 		$2.11M Buy
51,128
+9,176
+22% +$434K 0.18% 79
2019
Q4 		$2.03M Sell
41,952
-12,628
-23% -$585K 0.14% 98
2019
Q3 		$2.46M Sell
54,580
-3,960
-7% -$179K 0.18% 80
2019
Q2 		$2.62M Sell
58,540
-6,256
-10% -$275K 0.2% 76
2019
Q1 		$2.79M Sell
64,796
-6,584
-9% -$270K 0.21% 73
2018
Q4 		$2.69M Sell
71,380
-228
-0.3% -$9.23K 0.24% 63
2018
Q3 		$3.17M Sell
71,608
-480
-0.7% -$20.6K 0.26% 60
2018
Q2 		$2.93M Sell
72,088
-780
-1% -$31.3K 0.27% 61
2018
Q1 		$2.83M Sell
72,868
-1,040
-1% -$41.5K 0.27% 61
2017
Q4 		$2.82M Buy
73,908
+1,924
+3% +$71.9K 0.27% 62
2017
Q3 		$2.58M Buy
71,984
+3,632
+5% +$128K 0.28% 58
2017
Q2 		$2.34M Buy
68,352
+37,840
+124% +$1.28M 0.28% 62
2017
Q1 		$1M Sell
30,512
-6,612
-18% -$212K 0.14% 99
2016
Q4 		$1.13M Sell
37,124
-2,700
-7% -$81.6K 0.17% 90
2016
Q3 		$1.21M Sell
39,824
-2,500
-6% -$75.8K 0.19% 85
2016
Q2 		$1.23M Sell
42,324
-2,040
-5% -$59.2K 0.21% 79
2016
Q1 		$1.28M Sell
44,364
-9,068
-17% -$249K 0.23% 70
2015
Q4 		$1.55M Buy
+53,432
New +$1.55M 0.29% 60

Other funds holding IVW

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IVW Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its iShares S&P 500 Growth ETF (IVW) stake by 230% in Q3 2020, buying an estimated $7.7M and bringing the position to 195,216 shares worth $11.3M. The position accounts for 0.4% of the portfolio, ranked #37.

Wealthspire Advisors (Maryland) first reported a position in IVW in Q4 2015 and has held it in 20 quarters since. 1,008 funds tracked by Wall St. Rank hold IVW as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 195,216 shares of iShares S&P 500 Growth ETF worth $11.3M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 135,984 iShares S&P 500 Growth ETF shares in Q3 2020, an estimated $7.7M.
  • iShares S&P 500 Growth ETF made up 0.4% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #37 holding.
  • Wealthspire Advisors (Maryland) first reported a position in iShares S&P 500 Growth ETF in Q4 2015 and has held it in 20 quarters since.
  • 1,008 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.