Arden Trust’s iShares S&P 500 Growth ETF IVW Stock Holding History

Arden Trust’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 Q2	–	Sell	-952	Closed	-$39K	–	542
2020 Q1	$39K	Buy	+952	New	+$45K	0.01%	489
2018 Q4	–	Sell	-4,712	Closed	-$209K	–	345
2018 Q3	$209K	Sell	4,712 -696	-13%	-$29.9K	0.03%	353
2018 Q2	$220K	Sell	5,408 -1,200	-18%	-$48.2K	0.03%	337
2018 Q1	$256K	Sell	6,608 -4,400	-40%	-$176K	0.04%	325
2017 Q4	$421K	Sell	11,008 -132	-1%	-$4.93K	0.06%	238
2017 Q3	$400K	Sell	11,140 -284	-2%	-$10K	0.06%	257
2017 Q2	$391K	Sell	11,424 -580	-5%	-$19.7K	0.06%	264
2017 Q1	$395K	Sell	12,004 -4,724	-28%	-$152K	0.06%	247
2016 Q4	$509K	Hold	16,728	–	–	0.08%	231
2016 Q3	$509K	Buy	+16,728	New	+$507K	0.08%	223
2015 Q1	–	Sell	-47,028	Closed	-$1.31M	–	448
2014 Q4	$1.31M	Sell	47,028 -2,120	-4%	-$57.9K	0.18%	113
2014 Q3	$1.31M	Sell	49,148 -260	-0.5%	-$6.93K	0.18%	114
2014 Q2	$1.3M	Buy	49,408 +12,920	+35%	+$328K	0.18%	114
2014 Q1	$911K	Buy	+36,488	New	+$901K	0.11%	162

Other funds holding IVW

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Arden Trust's IVW Position: Q2 2020 in Review

Arden Trust sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2020, closing a stake of 952 shares — an estimated $39K sold.

Arden Trust first reported a position in IVW in Q1 2014 and held it in 14 quarters. The position peaked at $1.31M in Q4 2014. 997 funds tracked by Wall St. Rank hold IVW as of Q2 2020.

Arden Trust reported no remaining iShares S&P 500 Growth ETF position as of Q2 2020 after selling out during the quarter.
Arden Trust sold 952 iShares S&P 500 Growth ETF shares in Q2 2020, an estimated $39K.
Arden Trust first reported a position in iShares S&P 500 Growth ETF in Q1 2014 and held it in 14 quarters.
Arden Trust's iShares S&P 500 Growth ETF position peaked at $1.31M in Q4 2014.
997 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2020.

Based on Arden Trust's 13F filing for Q2 2020, filed 9 Jul 2020.