Wealthstreet Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Wealthstreet Investment Advisors’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 Q2	–	Sell	-22,832	Closed	-$1.49M	–	208
2021 Q1	$1.49M	Hold	22,832	–	–	0.15%	140
2020 Q4	$1.46M	Buy	+22,832	New	+$1.38M	0.15%	138
2020 Q3	–	Sell	-22,832	Closed	-$1.18M	–	343
2020 Q2	$1.18M	Hold	22,832	–	–	0.15%	132
2020 Q1	$942K	Sell	22,832 -280	-1%	-$13.2K	0.14%	135
2019 Q4	$1.12M	Hold	23,112	–	–	0.13%	142
2019 Q3	$1.06M	Hold	23,112	–	–	0.13%	134
2019 Q2	$1.04M	Hold	23,112	–	–	0.13%	143
2019 Q1	$996K	Buy	23,112 +120	+0.5%	+$4.92K	0.13%	144
2018 Q4	$906K	Sell	22,992 -67,740	-75%	-$2.74M	0.13%	144
2018 Q3	$4.02M	Sell	90,732 -3,496	-4%	-$150K	0.5%	55
2018 Q2	$3.83M	Sell	94,228 -6,484	-6%	-$260K	0.51%	54
2018 Q1	$3.9M	Sell	100,712 -2,544	-2%	-$101K	0.49%	55
2017 Q4	$3.94M	Buy	+103,256	New	+$3.86M	0.48%	59

Other funds holding IVW

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthstreet Investment Advisors's IVW Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2021, closing a stake of 22,832 shares — an estimated $1.49M sold.

Wealthstreet Investment Advisors first reported a position in IVW in Q4 2017 and held it in 13 quarters. The position peaked at $4.02M in Q3 2018. 1,136 funds tracked by Wall St. Rank hold IVW as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 22,832 iShares S&P 500 Growth ETF shares in Q2 2021, an estimated $1.49M.
Wealthstreet Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and held it in 13 quarters.
Wealthstreet Investment Advisors's iShares S&P 500 Growth ETF position peaked at $4.02M in Q3 2018.
1,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.