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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

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Wells Fargo
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return