Clarfeld Financial Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Clarfeld Financial 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	$1.66M	Buy	+43,964	New	+$1.78M	1.37%	13

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 29.2% 1-Year Est. Return

Clarfeld Financial Advisors's IVW Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in iShares S&P 500 Growth ETF (IVW) in Q4 2018: 43,964 shares worth $1.66M. The stake represents 1.37% of the portfolio and ranks #13 among its holdings.

826 funds tracked by Wall St. Rank hold IVW as of Q4 2018.

Clarfeld Financial Advisors held 43,964 shares of iShares S&P 500 Growth ETF worth $1.66M as of Q4 2018.
iShares S&P 500 Growth ETF was a new Clarfeld Financial Advisors position in Q4 2018.
iShares S&P 500 Growth ETF made up 1.37% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #13 holding.
826 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.