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Charles Schwab Investment Advisory’s iShares S&P 500 Growth ETF IVW Stock Holding History

Charles Schwab Investment Advisory’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
-5,480
Closed -$209K – 80
2017
Q4 		$209K Buy
+5,480
New +$205K ﹤0.01% 73

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $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

Charles Schwab Investment Advisory's IVW Position: Q1 2018 in Review

Charles Schwab Investment Advisory sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2018, closing a stake of 5,480 shares — an estimated $209K sold.

Charles Schwab Investment Advisory first reported a position in IVW in Q4 2017 and held it in 1 quarter. The position peaked at $209K in Q4 2017. 733 funds tracked by Wall St. Rank hold IVW as of Q1 2018.

  • Charles Schwab Investment Advisory reported no remaining iShares S&P 500 Growth ETF position as of Q1 2018 after selling out during the quarter.
  • Charles Schwab Investment Advisory sold 5,480 iShares S&P 500 Growth ETF shares in Q1 2018, an estimated $209K.
  • Charles Schwab Investment Advisory first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and held it in 1 quarter.
  • Charles Schwab Investment Advisory's iShares S&P 500 Growth ETF position peaked at $209K in Q4 2017.
  • 733 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2018.

Based on Charles Schwab Investment Advisory's 13F filing for Q1 2018, filed 7 May 2018.