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BB&T Securities’s iShares S&P 500 Growth ETF IVW Stock Holding History

BB&T Securities’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
Q3 		$9.45M Sell
209,792
-4,272
-2% -$193K 0.09% 281
2019
Q2 		$9.59M Sell
214,064
-31,428
-13% -$1.38M 0.09% 280
2019
Q1 		$10.6M Sell
245,492
-489,048
-67% -$20M 0.1% 261
2018
Q4 		$27.7M Sell
734,540
-51,012
-6% -$2.06M 0.31% 88
2018
Q3 		$34.8M Buy
785,552
+23,400
+3% +$1.01M 0.34% 74
2018
Q2 		$31M Buy
762,152
+271,568
+55% +$10.9M 0.33% 73
2018
Q1 		$19M Buy
490,584
+137,788
+39% +$5.5M 0.22% 125
2017
Q4 		$13.5M Buy
352,796
+29,356
+9% +$1.1M 0.18% 156
2017
Q3 		$11.6M Buy
323,440
+37,664
+13% +$1.33M 0.16% 178
2017
Q2 		$9.78M Buy
285,776
+68,476
+32% +$2.32M 0.14% 201
2017
Q1 		$7.14M Buy
217,300
+158,080
+267% +$5.07M 0.1% 239
2016
Q4 		$1.8M Hold
59,220
– – 0.03% 463
2016
Q3 		$1.8M Sell
59,220
-23,816
-29% -$722K 0.03% 454
2016
Q2 		$2.42M Sell
83,036
-317,424
-79% -$9.21M 0.04% 386
2016
Q1 		$11.6M Sell
400,460
-12,932
-3% -$356K 0.19% 124
2015
Q4 		$12M Buy
413,392
+385,688
+1,392% +$11.2M 0.25% 95
2015
Q3 		$746K Sell
27,704
-117,336
-81% -$3.34M 0.02% 586
2015
Q2 		$4.13M Sell
145,040
-1,136
-0.8% -$32.9K 0.09% 207
2015
Q1 		$4.16M Buy
146,176
+19,224
+15% +$546K 0.09% 198
2014
Q4 		$3.54M Buy
126,952
+74,488
+142% +$2.03M 0.08% 211
2014
Q3 		$1.4M Buy
52,464
+40,236
+329% +$1.07M 0.03% 380
2014
Q2 		$322K Sell
12,228
-101,656
-89% -$2.58M 0.01% 802
2014
Q1 		$2.84M Buy
113,884
+75,736
+199% +$1.87M 0.07% 213
2013
Q4 		$942K Sell
38,148
-5,000
-12% -$118K 0.03% 399
2013
Q3 		$964K Buy
43,148
+33,352
+340% +$736K 0.03% 361
2013
Q2 		$206K Buy
+9,796
New +$208K 0.01% 738

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
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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

BB&T Securities's IVW Position: Q3 2019 in Review

BB&T Securities reduced its iShares S&P 500 Growth ETF (IVW) stake by 2% in Q3 2019, selling an estimated $193K and leaving 209,792 shares worth $9.45M. The position accounts for 0.09% of the portfolio, ranked #281.

BB&T Securities first reported a position in IVW in Q2 2013 and has held it in 26 quarters since. The position peaked at $34.8M in Q3 2018. 866 funds tracked by Wall St. Rank hold IVW as of Q3 2019.

  • BB&T Securities held 209,792 shares of iShares S&P 500 Growth ETF worth $9.45M as of Q3 2019.
  • BB&T Securities sold 4,272 iShares S&P 500 Growth ETF shares in Q3 2019, an estimated $193K.
  • iShares S&P 500 Growth ETF made up 0.09% of BB&T Securities's portfolio in Q3 2019, its #281 holding.
  • BB&T Securities first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 26 quarters since.
  • BB&T Securities's iShares S&P 500 Growth ETF position peaked at $34.8M in Q3 2018.
  • 866 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.