BAM
IVW icon

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

Bruderman 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
2019
Q1 		– Sell
-344
Closed -$13K – 669
2018
Q4 		$13K Buy
+344
New +$13.9K ﹤0.01% 399

Other funds holding IVW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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

Bruderman Asset Management's IVW Position: Q1 2019 in Review

Bruderman Asset Management sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2019, closing a stake of 344 shares — an estimated $13K sold.

Bruderman Asset Management first reported a position in IVW in Q4 2018 and held it in 1 quarter. The position peaked at $13K in Q4 2018. 853 funds tracked by Wall St. Rank hold IVW as of Q1 2019.

  • Bruderman Asset Management reported no remaining iShares S&P 500 Growth ETF position as of Q1 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 344 iShares S&P 500 Growth ETF shares in Q1 2019, an estimated $13K.
  • Bruderman Asset Management first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and held it in 1 quarter.
  • Bruderman Asset Management's iShares S&P 500 Growth ETF position peaked at $13K in Q4 2018.
  • 853 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2019.

Based on Bruderman Asset Management's 13F filing for Q1 2019, filed 14 May 2019.