CKW Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

CKW Financial Group’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	-200	Closed	-$10K	–	180
2020 Q2	$10K	Buy	+200	New	+$9.59K	﹤0.01%	139
2018 Q3	–	Sell	-20	Closed	-$1K	–	183
2018 Q2	$1K	Hold	20	–	–	﹤0.01%	171
2018 Q1	$1K	Hold	20	–	–	﹤0.01%	156
2017 Q4	$1K	Hold	20	–	–	﹤0.01%	157
2017 Q3	$1K	Sell	20 -88	-81%	-$3.1K	﹤0.01%	158
2017 Q2	$4K	Hold	108	–	–	﹤0.01%	166
2017 Q1	$3K	Hold	108	–	–	﹤0.01%	155
2016 Q4	$3K	Hold	108	–	–	﹤0.01%	155
2016 Q3	$3K	Sell	108 -416	-79%	-$12.6K	﹤0.01%	152
2016 Q2	$15K	Hold	524	–	–	0.01%	128
2016 Q1	$15K	Hold	524	–	–	0.01%	118
2015 Q4	$15K	Hold	524	–	–	0.01%	119
2015 Q3	$14K	Hold	524	–	–	0.01%	118
2015 Q2	$15K	Hold	524	–	–	0.01%	246
2015 Q1	$15K	Hold	524	–	–	0.01%	258
2014 Q4	$15K	Hold	524	–	–	0.01%	247
2014 Q3	$14K	Hold	524	–	–	0.01%	260
2014 Q2	$14K	Sell	524 -28	-5%	-$710	0.01%	258
2014 Q1	$15K	Hold	552	–	–	0.01%	261
2013 Q4	$14K	Buy	+552	New	+$13K	0.01%	243

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

CKW Financial Group's IVW Position: Q3 2020 in Review

CKW Financial Group sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2020, closing a stake of 200 shares — an estimated $10K sold.

CKW Financial Group first reported a position in IVW in Q4 2013 and held it in 20 quarters. The position peaked at $15K in Q2 2016. 1,008 funds tracked by Wall St. Rank hold IVW as of Q3 2020.

CKW Financial Group reported no remaining iShares S&P 500 Growth ETF position as of Q3 2020 after selling out during the quarter.
CKW Financial Group sold 200 iShares S&P 500 Growth ETF shares in Q3 2020, an estimated $10K.
CKW Financial Group first reported a position in iShares S&P 500 Growth ETF in Q4 2013 and held it in 20 quarters.
CKW Financial Group's iShares S&P 500 Growth ETF position peaked at $15K in Q2 2016.
1,008 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2020.

Based on CKW Financial Group's 13F filing for Q3 2020, filed 10 Nov 2020.