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Whitegate Investment Counselors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Whitegate Investment Counselors’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
Q4 		– Sell
-7,070
Closed -$523K – 133
2021
Q3 		$523K Sell
7,070
-724
-9% -$55.2K 0.07% 153
2021
Q2 		$567K Hold
7,794
– – 0.08% 153
2021
Q1 		$507K Sell
7,794
-430
-5% -$27.8K 0.08% 151
2020
Q4 		$525K Sell
8,224
-200
-2% -$12.1K 0.09% 144
2020
Q3 		$487K Sell
8,424
-2,236
-21% -$127K 0.09% 143
2020
Q2 		$553K Sell
10,660
-1,000
-9% -$47.9K 0.11% 135
2020
Q1 		$481K Sell
11,660
-2,364
-17% -$112K 0.12% 131
2019
Q4 		$679K Buy
14,024
+880
+7% +$40.8K 0.12% 127
2019
Q3 		$592K Buy
13,144
+312
+2% +$14.1K 0.12% 131
2019
Q2 		$575K Sell
12,832
-596
-4% -$26.2K 0.12% 130
2019
Q1 		$579K Sell
13,428
-356
-3% -$14.6K 0.12% 128
2018
Q4 		$519K Buy
13,784
+240
+2% +$9.71K 0.12% 125
2018
Q3 		$600K Buy
13,544
+204
+2% +$8.77K 0.12% 123
2018
Q2 		$542K Sell
13,340
-672
-5% -$27K 0.11% 125
2018
Q1 		$543K Hold
14,012
– – 0.12% 125
2017
Q4 		$535K Sell
14,012
-600
-4% -$22.4K 0.11% 128
2017
Q3 		$524K Sell
14,612
-304
-2% -$10.7K 0.12% 126
2017
Q2 		$510K Buy
14,916
+328
+2% +$11.1K 0.12% 123
2017
Q1 		$480K Buy
14,588
+6,460
+79% +$207K 0.12% 124
2016
Q4 		$247K Buy
8,128
+340
+4% +$10.3K 0.07% 145
2016
Q3 		$237K Buy
+7,788
New +$236K 0.06% 143

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Whitegate Investment Counselors's IVW Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2021, closing a stake of 7,070 shares — an estimated $523K sold.

Whitegate Investment Counselors first reported a position in IVW in Q3 2016 and held it in 21 quarters. The position peaked at $679K in Q4 2019. 1,348 funds tracked by Wall St. Rank hold IVW as of Q4 2021.

  • Whitegate Investment Counselors reported no remaining iShares S&P 500 Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Whitegate Investment Counselors sold 7,070 iShares S&P 500 Growth ETF shares in Q4 2021, an estimated $523K.
  • Whitegate Investment Counselors first reported a position in iShares S&P 500 Growth ETF in Q3 2016 and held it in 21 quarters.
  • Whitegate Investment Counselors's iShares S&P 500 Growth ETF position peaked at $679K in Q4 2019.
  • 1,348 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.