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American Economic Planning Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

American Economic Planning Group’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
2019
Q3 		$244K Hold
5,392
– – 0.07% 77
2019
Q2 		$242K Hold
5,392
– – 0.07% 80
2019
Q1 		$232K Hold
5,392
– – 0.07% 80
2018
Q4 		$203K Buy
+5,392
New +$218K 0.07% 78

Other funds holding IVW

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

American Economic Planning Group's IVW Position: Q3 2019 in Review

American Economic Planning Group held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2019 at 5,392 shares worth $244K. The position accounts for 0.07% of the portfolio, ranked #77.

American Economic Planning Group first reported a position in IVW in Q4 2018 and has held it in 4 quarters since. 866 funds tracked by Wall St. Rank hold IVW as of Q3 2019.

  • American Economic Planning Group held 5,392 shares of iShares S&P 500 Growth ETF worth $244K as of Q3 2019.
  • American Economic Planning Group left its iShares S&P 500 Growth ETF share count unchanged in Q3 2019.
  • iShares S&P 500 Growth ETF made up 0.07% of American Economic Planning Group's portfolio in Q3 2019, its #77 holding.
  • American Economic Planning Group first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 4 quarters since.
  • 866 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.