Axa
IVW icon

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

Axa’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
-2,363,792
Closed -$106M – 1255
2019
Q3 		$106M Buy
2,363,792
+120,000
+5% +$5.43M 0.42% 46
2019
Q2 		$101M Sell
2,243,792
-100,800
-4% -$4.43M 0.39% 56
2019
Q1 		$101M Sell
2,344,592
-150,800
-6% -$6.18M 0.39% 52
2018
Q4 		$94M Sell
2,495,392
-154,800
-6% -$6.26M 0.41% 49
2018
Q3 		$117M Sell
2,650,192
-60,800
-2% -$2.61M 0.43% 49
2018
Q2 		$110M Sell
2,710,992
-326,800
-11% -$13.1M 0.42% 52
2018
Q1 		$118M Buy
3,037,792
+54,000
+2% +$2.15M 0.47% 49
2017
Q4 		$114M Buy
2,983,792
+283,200
+10% +$10.6M 0.45% 42
2017
Q3 		$96.8M Buy
2,700,592
+100,800
+4% +$3.55M 0.42% 50
2017
Q2 		$88.9M Buy
2,599,792
+316,000
+14% +$10.7M 0.4% 56
2017
Q1 		$75.1M Sell
2,283,792
-124,400
-5% -$3.99M 0.34% 70
2016
Q4 		$73.3M Sell
2,408,192
-387,600
-14% -$11.7M 0.34% 73
2016
Q3 		$85M Buy
2,795,792
+60,000
+2% +$1.82M 0.37% 68
2016
Q2 		$79.7M Sell
2,735,792
-167,200
-6% -$4.85M 0.36% 69
2016
Q1 		$84.1M Buy
2,902,992
+128,800
+5% +$3.54M 0.38% 60
2015
Q4 		$80.3M Buy
2,774,192
+23,800
+0.9% +$692K 0.35% 64
2015
Q3 		$74.1M Buy
2,750,392
+110,800
+4% +$3.15M 0.3% 91
2015
Q2 		$75.1M Buy
2,639,592
+81,600
+3% +$2.36M 0.3% 93
2015
Q1 		$72.9M Buy
2,557,992
+149,600
+6% +$4.25M 0.3% 90
2014
Q4 		$67.2M Buy
2,408,392
+175,200
+8% +$4.79M 0.27% 105
2014
Q3 		$59.6M Buy
2,233,192
+367,600
+20% +$9.8M 0.26% 118
2014
Q2 		$49.1M Sell
1,865,592
-328,800
-15% -$8.34M 0.2% 145
2014
Q1 		$54.8M Hold
2,194,392
– – 0.24% 112
2013
Q4 		$54.2M Buy
2,194,392
+676,400
+45% +$15.9M 0.24% 118
2013
Q3 		$33.9M Sell
1,517,992
-123,200
-8% -$2.72M 0.17% 160
2013
Q2 		$34.5M Buy
+1,641,192
New +$34.8M 0.18% 152

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 22.96% 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

Axa's IVW Position: Q4 2019 in Review

Axa sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2019, closing a stake of 2,363,792 shares — an estimated $106M sold.

Axa first reported a position in IVW in Q2 2013 and held it in 26 quarters. The position peaked at $118M in Q1 2018. 985 funds tracked by Wall St. Rank hold IVW as of Q4 2019.

  • Axa reported no remaining iShares S&P 500 Growth ETF position as of Q4 2019 after selling out during the quarter.
  • Axa sold 2,363,792 iShares S&P 500 Growth ETF shares in Q4 2019, an estimated $106M.
  • Axa first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and held it in 26 quarters.
  • Axa's iShares S&P 500 Growth ETF position peaked at $118M in Q1 2018.
  • 985 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2019.

Based on Axa's 13F filing for Q4 2019, filed 18 Feb 2020.