Brave Asset Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Brave Asset 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 Q1	–	Sell	-508	Closed	-$19K	–	162
2017 Q4	$19K	Buy	+508	New	+$19K	0.01%	180
2015 Q1	–	Sell	-2,168	Closed	-$60K	–	436
2014 Q4	$60K	Hold	2,168	–	–	0.04%	205
2014 Q3	$58K	Hold	2,168	–	–	0.04%	206
2014 Q2	$57K	Sell	2,168 -256	-11%	-$6.5K	0.04%	210
2014 Q1	$61K	Buy	2,424 +1,340	+124%	+$33.1K	0.05%	196
2013 Q4	$27K	Buy	+1,084	New	+$25.5K	0.02%	259

Other funds holding IVW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Brave Asset Management's IVW Position: Q1 2018 in Review

Brave Asset Management sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2018, closing a stake of 508 shares — an estimated $19K sold.

Brave Asset Management first reported a position in IVW in Q4 2013 and held it in 6 quarters. The position peaked at $61K in Q1 2014. 732 funds tracked by Wall St. Rank hold IVW as of Q1 2018.

Brave Asset Management reported no remaining iShares S&P 500 Growth ETF position as of Q1 2018 after selling out during the quarter.
Brave Asset Management sold 508 iShares S&P 500 Growth ETF shares in Q1 2018, an estimated $19K.
Brave Asset Management first reported a position in iShares S&P 500 Growth ETF in Q4 2013 and held it in 6 quarters.
Brave Asset Management's iShares S&P 500 Growth ETF position peaked at $61K in Q1 2014.
732 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2018.

Based on Brave Asset Management's 13F filing for Q1 2018, filed 26 Apr 2018.