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

Barometer Capital Management’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
2018
Q2 		– Sell
-102,800
Closed -$3.98M – 151
2018
Q1 		$3.98M Buy
+102,800
New +$4.1M 0.34% 89
2016
Q1 		– Sell
-49,600
Closed -$1.44M – 176
2015
Q4 		$1.44M Buy
+49,600
New +$1.44M 0.14% 80

Other funds holding IVW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 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

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

Barometer Capital Management sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2018, closing a stake of 102,800 shares — an estimated $3.98M sold.

Barometer Capital Management first reported a position in IVW in Q4 2015 and held it in 2 quarters. The position peaked at $3.98M in Q1 2018. 747 funds tracked by Wall St. Rank hold IVW as of Q2 2018.

  • Barometer Capital Management reported no remaining iShares S&P 500 Growth ETF position as of Q2 2018 after selling out during the quarter.
  • Barometer Capital Management sold 102,800 iShares S&P 500 Growth ETF shares in Q2 2018, an estimated $3.98M.
  • Barometer Capital Management first reported a position in iShares S&P 500 Growth ETF in Q4 2015 and held it in 2 quarters.
  • Barometer Capital Management's iShares S&P 500 Growth ETF position peaked at $3.98M in Q1 2018.
  • 747 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2018.

Based on Barometer Capital Management's 13F filing for Q2 2018, filed 13 Aug 2018.