Armbruster Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
– Sell
-1,204
Closed -$47K – 135
2018
Q1
$47K Hold
1,204
– – 0.02% 132
2017
Q4
$46K Hold
1,204
– – 0.02% 134
2017
Q3
$43K Hold
1,204
– – 0.02% 133
2017
Q2
$41K Hold
1,204
– – 0.02% 136
2017
Q1
$40K Hold
1,204
– – 0.02% 140
2016
Q4
$37K Hold
1,204
– – 0.02% 142
2016
Q3
$37K Hold
1,204
– – 0.02% 141
2016
Q2
$35K Hold
1,204
– – 0.02% 145
2016
Q1
$35K Hold
1,204
– – 0.02% 151
2015
Q4
$35K Buy
+1,204
New +$35K 0.03% 160

Other funds holding IVW

Armbruster Capital Management's IVW Position: Q2 2018 in Review

Armbruster Capital Management sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2018, closing a stake of 1,204 shares — an estimated $47K sold.

Armbruster Capital Management first reported a position in IVW in Q4 2015 and held it in 10 quarters. The position peaked at $47K in Q1 2018. 747 funds tracked by Wall St. Rank hold IVW as of Q2 2018.

  • Armbruster Capital Management reported no remaining iShares S&P 500 Growth ETF position as of Q2 2018 after selling out during the quarter.
  • Armbruster Capital Management sold 1,204 iShares S&P 500 Growth ETF shares in Q2 2018, an estimated $47K.
  • Armbruster Capital Management first reported a position in iShares S&P 500 Growth ETF in Q4 2015 and held it in 10 quarters.
  • Armbruster Capital Management's iShares S&P 500 Growth ETF position peaked at $47K in Q1 2018.
  • 747 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2018.

Based on Armbruster Capital Management's 13F filing for Q2 2018, filed 30 Jul 2018.