American Financial Network Advisory Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

American Financial Network Advisory Services’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	–	Sell	-14,484	Closed	-$647K	–	113
2019 Q2	$647K	Sell	14,484 -540	-4%	-$23.7K	0.51%	49
2019 Q1	$641K	Sell	15,024 -2,668	-15%	-$109K	0.47%	54
2018 Q4	$666K	Sell	17,692 -1,576	-8%	-$63.8K	0.47%	60
2018 Q3	$856K	Buy	19,268 +19,172	+19,971%	+$824K	0.45%	67
2018 Q2	$919	Hold	96	–	–	0.5%	61
2018 Q1	$874	Sell	96 -26,372	-100%	-$1.05M	0.46%	62
2017 Q4	$1.01M	Sell	26,468 -14,540	-35%	-$543K	0.42%	76
2017 Q3	$1.47M	Buy	+41,008	New	+$1.44M	0.63%	44

Other funds holding IVW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

American Financial Network Advisory Services's IVW Position: Q3 2019 in Review

American Financial Network Advisory Services sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2019, closing a stake of 14,484 shares — an estimated $647K sold.

American Financial Network Advisory Services first reported a position in IVW in Q3 2017 and held it in 8 quarters. The position peaked at $1.47M in Q3 2017. 866 funds tracked by Wall St. Rank hold IVW as of Q3 2019.

American Financial Network Advisory Services reported no remaining iShares S&P 500 Growth ETF position as of Q3 2019 after selling out during the quarter.
American Financial Network Advisory Services sold 14,484 iShares S&P 500 Growth ETF shares in Q3 2019, an estimated $647K.
American Financial Network Advisory Services first reported a position in iShares S&P 500 Growth ETF in Q3 2017 and held it in 8 quarters.
American Financial Network Advisory Services's iShares S&P 500 Growth ETF position peaked at $1.47M in Q3 2017.
866 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2019.

Based on American Financial Network Advisory Services's 13F filing for Q3 2019, filed 12 Nov 2019.