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Bell Rock Capital’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bell Rock Capital’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
2017
Q3 		– Sell
-344
Closed -$12K – 416
2017
Q2 		$12K Buy
+344
New +$11.7K 0.01% 327

Other funds holding IVW

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
SIM
Scottrade Investment Management Saint Louis, Missouri $1.84B AUM 11.16% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bell Rock Capital's IVW Position: Q3 2017 in Review

Bell Rock Capital sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2017, closing a stake of 344 shares — an estimated $12K sold.

Bell Rock Capital first reported a position in IVW in Q2 2017 and held it in 1 quarter. The position peaked at $12K in Q2 2017. 618 funds tracked by Wall St. Rank hold IVW as of Q3 2017.

  • Bell Rock Capital reported no remaining iShares S&P 500 Growth ETF position as of Q3 2017 after selling out during the quarter.
  • Bell Rock Capital sold 344 iShares S&P 500 Growth ETF shares in Q3 2017, an estimated $12K.
  • Bell Rock Capital first reported a position in iShares S&P 500 Growth ETF in Q2 2017 and held it in 1 quarter.
  • Bell Rock Capital's iShares S&P 500 Growth ETF position peaked at $12K in Q2 2017.
  • 618 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2017.

Based on Bell Rock Capital's 13F filing for Q3 2017, filed 6 Dec 2018.