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

Biegel & Waller’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 		$1.1M Sell
24,432
-484
-2% -$21.9K 0.62% 27
2019
Q2 		$1.12M Sell
24,916
-772
-3% -$34K 0.57% 30
2019
Q1 		$1.11M Sell
25,688
-81,552
-76% -$3.34M 0.57% 28
2018
Q4 		$4.04M Buy
+107,240
New +$4.34M 2.39% 13

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 29.18% 1-Year Est. Return

Biegel & Waller's IVW Position: Q3 2019 in Review

Biegel & Waller reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.9% in Q3 2019, selling an estimated $21.9K and leaving 24,432 shares worth $1.1M. The position accounts for 0.62% of the portfolio, ranked #27.

Biegel & Waller first reported a position in IVW in Q4 2018 and has held it in 4 quarters since. The position peaked at $4.04M in Q4 2018. 866 funds tracked by Wall St. Rank hold IVW as of Q3 2019.

  • Biegel & Waller held 24,432 shares of iShares S&P 500 Growth ETF worth $1.1M as of Q3 2019.
  • Biegel & Waller sold 484 iShares S&P 500 Growth ETF shares in Q3 2019, an estimated $21.9K.
  • iShares S&P 500 Growth ETF made up 0.62% of Biegel & Waller's portfolio in Q3 2019, its #27 holding.
  • Biegel & Waller first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 4 quarters since.
  • Biegel & Waller's iShares S&P 500 Growth ETF position peaked at $4.04M in Q4 2018.
  • 866 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2019.

Based on Biegel & Waller's 13F filing for Q3 2019, filed 15 Oct 2019.