WWM
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WJ Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

WJ Wealth Management’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 		– Sell
-72,660
Closed -$3.77M – 41
2020
Q2 		$3.77M Buy
+72,660
New +$3.48M 2.64% 9

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

WJ Wealth Management's IVW Position: Q3 2020 in Review

WJ Wealth Management sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2020, closing a stake of 72,660 shares — an estimated $3.77M sold.

WJ Wealth Management first reported a position in IVW in Q2 2020 and held it in 1 quarter. The position peaked at $3.77M in Q2 2020. 1,008 funds tracked by Wall St. Rank hold IVW as of Q3 2020.

  • WJ Wealth Management reported no remaining iShares S&P 500 Growth ETF position as of Q3 2020 after selling out during the quarter.
  • WJ Wealth Management sold 72,660 iShares S&P 500 Growth ETF shares in Q3 2020, an estimated $3.77M.
  • WJ Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q2 2020 and held it in 1 quarter.
  • WJ Wealth Management's iShares S&P 500 Growth ETF position peaked at $3.77M in Q2 2020.
  • 1,008 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2020.

Based on WJ Wealth Management's 13F filing for Q3 2020, filed 14 Oct 2020.