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Winslow Evans & Crocker’s iShares S&P 500 Growth ETF IVW Stock Holding History

Winslow Evans & Crocker’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 		$284K Buy
8,308
+1,188
+17% +$72K 0.05% 277
2020
Q3 		$412K Sell
7,120
-252
-3% -$14.3K 0.1% 190
2020
Q2 		$382K Buy
7,372
+4,436
+151% +$213K 0.1% 194
2020
Q1 		$122K Sell
2,936
-4,400
-60% -$208K 0.04% 300
2019
Q4 		$356K Buy
7,336
+4,400
+150% +$204K 0.09% 216
2019
Q3 		$134K Sell
2,936
-4,600
-61% -$208K 0.04% 345
2019
Q2 		$340K Sell
7,536
-1,416
-16% -$62.3K 0.09% 223
2019
Q1 		$386K Buy
8,952
+6,376
+248% +$261K 0.11% 192
2018
Q4 		$100K Sell
2,576
-360
-12% -$14.6K 0.03% 352
2018
Q3 		$132K Hold
2,936
– – 0.04% 325
2018
Q2 		$120K Hold
2,936
– – 0.04% 338
2018
Q1 		$114K Buy
2,936
+360
+14% +$14.4K 0.04% 333
2017
Q4 		$98.1K Hold
2,576
– – 0.03% 371
2017
Q3 		$92.1K Sell
2,576
-3,416
-57% -$120K 0.03% 375
2017
Q2 		$204K Buy
5,992
+2,496
+71% +$84.6K 0.06% 314
2017
Q1 		$115K Buy
3,496
+1,280
+58% +$41.1K 0.04% 390
2016
Q4 		$67.3K Hold
2,216
– – 0.02% 465
2016
Q3 		$67.3K Hold
2,216
– – 0.02% 479
2016
Q2 		$64.5K Buy
2,216
+4
+0.2% +$116 0.02% 460
2016
Q1 		$64.1K Sell
2,212
-1,148
-34% -$31.6K 0.02% 452
2015
Q4 		$97K Buy
3,360
+1,224
+57% +$35.6K 0.03% 405
2015
Q3 		$57.5K Sell
2,136
-1,728
-45% -$49.1K 0.02% 489
2015
Q2 		$110K Hold
3,864
– – 0.03% 408
2015
Q1 		$110K Hold
3,864
– – 0.03% 409
2014
Q4 		$108K Hold
3,864
– – 0.03% 402
2014
Q3 		$103K Buy
3,864
+1,864
+93% +$49.7K 0.03% 414
2014
Q2 		$52.6K Hold
2,000
– – 0.02% 489
2014
Q1 		$49.9K Sell
2,000
-280
-12% -$6.92K 0.02% 490
2013
Q4 		$56K Buy
+2,280
New +$53.7K 0.02% 495

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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Winslow Evans & Crocker's IVW Position: Q4 2020 in Review

Winslow Evans & Crocker increased its iShares S&P 500 Growth ETF (IVW) stake by 17% in Q4 2020, buying an estimated $72K and bringing the position to 8,308 shares worth $284K. The position accounts for 0.05% of the portfolio, ranked #277.

Winslow Evans & Crocker first reported a position in IVW in Q4 2013 and has held it in 29 quarters since. The position peaked at $412K in Q3 2020. 1,120 funds tracked by Wall St. Rank hold IVW as of Q4 2020.

  • Winslow Evans & Crocker held 8,308 shares of iShares S&P 500 Growth ETF worth $284K as of Q4 2020.
  • Winslow Evans & Crocker bought 1,188 iShares S&P 500 Growth ETF shares in Q4 2020, an estimated $72K.
  • iShares S&P 500 Growth ETF made up 0.05% of Winslow Evans & Crocker's portfolio in Q4 2020, its #277 holding.
  • Winslow Evans & Crocker first reported a position in iShares S&P 500 Growth ETF in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's iShares S&P 500 Growth ETF position peaked at $412K in Q3 2020.
  • 1,120 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.