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Boys Arnold & Co’s iShares S&P 500 Growth ETF IVW Stock Holding History

Boys Arnold & Co’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
2020
Q2 		– Sell
-47,848
Closed -$1.97M – 108
2020
Q1 		$1.97M Sell
47,848
-3,420
-7% -$162K 0.35% 70
2019
Q4 		$2.48M Sell
51,268
-760
-1% -$35.2K 0.34% 72
2019
Q3 		$2.33M Buy
52,028
+3,640
+8% +$165K 0.35% 70
2019
Q2 		$2.17M Sell
48,388
-240
-0.5% -$10.6K 0.31% 77
2019
Q1 		$2.1M Buy
48,628
+160
+0.3% +$6.55K 0.31% 77
2018
Q4 		$1.81M Sell
48,468
-40
-0.1% -$1.62K 0.3% 81
2018
Q3 		$2.15M Sell
48,508
-2,400
-5% -$103K 0.3% 83
2018
Q2 		$2.07M Buy
50,908
+100
+0.2% +$4.02K 0.3% 83
2018
Q1 		$1.99M Sell
50,808
-140
-0.3% -$5.58K 0.29% 86
2017
Q4 		$1.95M Buy
50,948
+1,332
+3% +$49.8K 0.29% 90
2017
Q3 		$1.78M Sell
49,616
-1,000
-2% -$35.2K 0.28% 93
2017
Q2 		$1.73M Buy
50,616
+3,600
+8% +$122K 0.22% 95
2017
Q1 		$1.55M Sell
47,016
-1,240
-3% -$39.8K 0.24% 105
2016
Q4 		$1.47M Buy
48,256
+500
+1% +$15.1K 0.24% 104
2016
Q3 		$1.45M Sell
47,756
-3,840
-7% -$116K 0.25% 101
2016
Q2 		$1.5M Buy
51,596
+33,596
+187% +$975K 0.26% 101
2016
Q1 		$522K Sell
18,000
-81,428
-82% -$2.24M 0.21% 99
2015
Q4 		$2.88M Buy
99,428
+51,112
+106% +$1.49M 0.31% 90
2015
Q3 		$1.3M Buy
48,316
+200
+0.4% +$5.68K 0.27% 103
2015
Q2 		$1.37M Buy
48,116
+7,900
+20% +$229K 0.27% 102
2015
Q1 		$1.15M Buy
40,216
+1,500
+4% +$42.6K 0.22% 113
2014
Q4 		$1.08M Buy
38,716
+380
+1% +$10.4K 0.21% 114
2014
Q3 		$1.02M Buy
38,336
+600
+2% +$16K 0.2% 112
2014
Q2 		$992K Sell
37,736
-860
-2% -$21.8K 0.17% 121
2014
Q1 		$963K Sell
38,596
-100
-0.3% -$2.47K 0.17% 117
2013
Q4 		$955K Sell
38,696
-100
-0.3% -$2.36K 0.18% 103
2013
Q3 		$867K Sell
38,796
-2,420
-6% -$53.4K 0.18% 105
2013
Q2 		$866K Buy
+41,216
New +$874K 0.19% 100

Other funds holding IVW

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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 22.96% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Boys Arnold & Co's IVW Position: Q2 2020 in Review

Boys Arnold & Co sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2020, closing a stake of 47,848 shares — an estimated $1.97M sold.

Boys Arnold & Co first reported a position in IVW in Q2 2013 and held it in 28 quarters. The position peaked at $2.88M in Q4 2015. 996 funds tracked by Wall St. Rank hold IVW as of Q2 2020.

  • Boys Arnold & Co reported no remaining iShares S&P 500 Growth ETF position as of Q2 2020 after selling out during the quarter.
  • Boys Arnold & Co sold 47,848 iShares S&P 500 Growth ETF shares in Q2 2020, an estimated $1.97M.
  • Boys Arnold & Co first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and held it in 28 quarters.
  • Boys Arnold & Co's iShares S&P 500 Growth ETF position peaked at $2.88M in Q4 2015.
  • 996 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2020.

Based on Boys Arnold & Co's 13F filing for Q2 2020.