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

Clarus 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
Q3 		– Sell
-12,252
Closed -$475K – 736
2018
Q2 		$475K Hold
12,252
– – 0.36% 31
2018
Q1 		$475K Buy
+12,252
New +$489K 0.44% 31

Other funds holding IVW

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Clarus Wealth Advisors's IVW Position: Q3 2018 in Review

Clarus Wealth Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2018, closing a stake of 12,252 shares — an estimated $475K sold.

Clarus Wealth Advisors first reported a position in IVW in Q1 2018 and held it in 2 quarters. The position peaked at $475K in Q2 2018. 753 funds tracked by Wall St. Rank hold IVW as of Q3 2018.

  • Clarus Wealth Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q3 2018 after selling out during the quarter.
  • Clarus Wealth Advisors sold 12,252 iShares S&P 500 Growth ETF shares in Q3 2018, an estimated $475K.
  • Clarus Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2018 and held it in 2 quarters.
  • Clarus Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $475K in Q2 2018.
  • 753 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2018.

Based on Clarus Wealth Advisors's 13F filing for Q3 2018, filed 3 Oct 2018.