Burt Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Burt Wealth Advisors’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 Q4	–	Sell	-3,712	Closed	-$164K	–	374
2018 Q3	$164K	Hold	3,712	–	–	0.07%	97
2018 Q2	$151K	Hold	3,712	–	–	0.07%	99
2018 Q1	$144K	Hold	3,712	–	–	0.07%	99
2017 Q4	$142K	Hold	3,712	–	–	0.09%	101
2017 Q3	$133K	Buy	+3,712	New	+$131K	0.09%	104
2015 Q4	–	Sell	-3,800	Closed	-$102K	–	536
2015 Q3	$102K	Hold	3,800	–	–	0.13%	89
2015 Q2	$118K	Hold	3,800	–	–	0.13%	89
2015 Q1	$108K	Hold	3,800	–	–	0.11%	86
2014 Q4	$116K	Buy	+3,800	New	+$104K	0.12%	90

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

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

Burt Wealth Advisors's IVW Position: Q4 2018 in Review

Burt Wealth Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2018, closing a stake of 3,712 shares — an estimated $164K sold.

Burt Wealth Advisors first reported a position in IVW in Q4 2014 and held it in 9 quarters. The position peaked at $164K in Q3 2018. 826 funds tracked by Wall St. Rank hold IVW as of Q4 2018.

Burt Wealth Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q4 2018 after selling out during the quarter.
Burt Wealth Advisors sold 3,712 iShares S&P 500 Growth ETF shares in Q4 2018, an estimated $164K.
Burt Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2014 and held it in 9 quarters.
Burt Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $164K in Q3 2018.
826 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2018.

Based on Burt Wealth Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.