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Asset Planning Services (Pennsylvania)’s iShares S&P 500 Growth ETF IVW Stock Holding History

Asset Planning Services (Pennsylvania)’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
Q4 		– Sell
-612
Closed -$28K – 168
2019
Q3 		$28K Hold
612
– – 0.01% 156
2019
Q2 		$27K Buy
612
+4
+0.7% +$176 0.01% 154
2019
Q1 		$26K Sell
608
-84
-12% -$3.44K 0.01% 156
2018
Q4 		$26K Buy
692
+4
+0.6% +$162 0.01% 158
2018
Q3 		$29K Buy
688
+4
+0.6% +$172 0.01% 155
2018
Q2 		$28K Sell
684
-72
-10% -$2.89K 0.01% 154
2018
Q1 		$29K Sell
756
-120
-14% -$4.79K 0.01% 155
2017
Q4 		$33K Sell
876
-8
-0.9% -$299 0.02% 151
2017
Q3 		$32K Sell
884
-72
-8% -$2.54K 0.02% 168
2017
Q2 		$33K Buy
956
+32
+3% +$1.08K 0.02% 158
2017
Q1 		$30K Buy
924
+4
+0.4% +$128 0.02% 170
2016
Q4 		$28K Buy
920
+4
+0.4% +$121 0.02% 154
2016
Q3 		$28K Hold
916
– – 0.02% 148
2016
Q2 		$27K Buy
916
+4
+0.4% +$116 0.02% 160
2016
Q1 		$26K Buy
912
+4
+0.4% +$110 0.02% 157
2015
Q4 		$26K Buy
908
+8
+0.9% +$233 0.03% 127
2015
Q3 		$24K Hold
900
– – 0.02% 124
2015
Q2 		$26K Buy
+900
New +$26.1K 0.03% 136

Other funds holding IVW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s IVW Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2019, closing a stake of 612 shares — an estimated $28K sold.

Asset Planning Services (Pennsylvania) first reported a position in IVW in Q2 2015 and held it in 18 quarters. The position peaked at $33K in Q4 2017. 986 funds tracked by Wall St. Rank hold IVW as of Q4 2019.

  • Asset Planning Services (Pennsylvania) reported no remaining iShares S&P 500 Growth ETF position as of Q4 2019 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 612 iShares S&P 500 Growth ETF shares in Q4 2019, an estimated $28K.
  • Asset Planning Services (Pennsylvania) first reported a position in iShares S&P 500 Growth ETF in Q2 2015 and held it in 18 quarters.
  • Asset Planning Services (Pennsylvania)'s iShares S&P 500 Growth ETF position peaked at $33K in Q4 2017.
  • 986 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.