Citizens Business Bank’s iShares S&P 500 Growth ETF IVW Stock Holding History

Citizens Business Bank’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 Q3	–	Sell	-3,860	Closed	-$200K	–	235
2020 Q2	$200K	Buy	+3,860	New	+$185K	0.04%	221
2020 Q1	–	Sell	-5,200	Closed	-$252K	–	244
2019 Q4	$252K	Hold	5,200	–	–	0.04%	220
2019 Q3	$234K	Hold	5,200	–	–	0.04%	231
2019 Q2	$233K	Hold	5,200	–	–	0.04%	236
2019 Q1	$224K	Buy	+5,200	New	+$213K	0.04%	233
2018 Q4	–	Sell	-5,200	Closed	-$230K	–	271
2018 Q3	$230K	Hold	5,200	–	–	0.04%	256
2018 Q2	$211K	Hold	5,200	–	–	0.04%	256
2018 Q1	$202K	Buy	+5,200	New	+$207K	0.04%	255

Other funds holding IVW

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 22.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Citizens Business Bank's IVW Position: Q3 2020 in Review

Citizens Business Bank sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2020, closing a stake of 3,860 shares — an estimated $200K sold.

Citizens Business Bank first reported a position in IVW in Q1 2018 and held it in 8 quarters. The position peaked at $252K in Q4 2019. 1,008 funds tracked by Wall St. Rank hold IVW as of Q3 2020.

Citizens Business Bank reported no remaining iShares S&P 500 Growth ETF position as of Q3 2020 after selling out during the quarter.
Citizens Business Bank sold 3,860 iShares S&P 500 Growth ETF shares in Q3 2020, an estimated $200K.
Citizens Business Bank first reported a position in iShares S&P 500 Growth ETF in Q1 2018 and held it in 8 quarters.
Citizens Business Bank's iShares S&P 500 Growth ETF position peaked at $252K in Q4 2019.
1,008 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2020.

Based on Citizens Business Bank's 13F filing for Q3 2020, filed 18 Nov 2022.