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

Brinker 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
2020
Q1 		– Sell
-4,944
Closed -$239K – 946
2019
Q4 		$239K Buy
+4,944
New +$229K 0.01% 897

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Brinker Capital's IVW Position: Q1 2020 in Review

Brinker Capital sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2020, closing a stake of 4,944 shares — an estimated $239K sold.

Brinker Capital first reported a position in IVW in Q4 2019 and held it in 1 quarter. The position peaked at $239K in Q4 2019. 940 funds tracked by Wall St. Rank hold IVW as of Q1 2020.

  • Brinker Capital reported no remaining iShares S&P 500 Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Brinker Capital sold 4,944 iShares S&P 500 Growth ETF shares in Q1 2020, an estimated $239K.
  • Brinker Capital first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and held it in 1 quarter.
  • Brinker Capital's iShares S&P 500 Growth ETF position peaked at $239K in Q4 2019.
  • 940 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2020.

Based on Brinker Capital's 13F filing for Q1 2020, filed 29 Apr 2020.