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Clearshares’s iShares S&P 500 Growth ETF IVW Stock Holding History

Clearshares’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
Q2 		– Sell
-29,668
Closed -$1.13M – 35
2018
Q1 		$1.13M Sell
29,668
-61,716
-68% -$2.46M 1.02% 32
2017
Q4 		$3.52M Buy
+91,384
New +$3.41M 3.15% 17

Other funds holding IVW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Clearshares's IVW Position: Q2 2018 in Review

Clearshares sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2018, closing a stake of 29,668 shares — an estimated $1.13M sold.

Clearshares first reported a position in IVW in Q4 2017 and held it in 2 quarters. The position peaked at $3.52M in Q4 2017. 749 funds tracked by Wall St. Rank hold IVW as of Q2 2018.

  • Clearshares reported no remaining iShares S&P 500 Growth ETF position as of Q2 2018 after selling out during the quarter.
  • Clearshares sold 29,668 iShares S&P 500 Growth ETF shares in Q2 2018, an estimated $1.13M.
  • Clearshares first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and held it in 2 quarters.
  • Clearshares's iShares S&P 500 Growth ETF position peaked at $3.52M in Q4 2017.
  • 749 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2018.

Based on Clearshares's 13F filing for Q2 2018, filed 30 Jul 2018.