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

Copperwynd Financial’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
Q1 		– Sell
-49,292
Closed -$1.88M – 96
2017
Q4 		$1.88M Buy
+49,292
New +$1.84M 1.37% 18

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 $1.55T AUM 33.47% 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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Copperwynd Financial's IVW Position: Q1 2018 in Review

Copperwynd Financial sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2018, closing a stake of 49,292 shares — an estimated $1.88M sold.

Copperwynd Financial first reported a position in IVW in Q4 2017 and held it in 1 quarter. The position peaked at $1.88M in Q4 2017. 732 funds tracked by Wall St. Rank hold IVW as of Q1 2018.

  • Copperwynd Financial reported no remaining iShares S&P 500 Growth ETF position as of Q1 2018 after selling out during the quarter.
  • Copperwynd Financial sold 49,292 iShares S&P 500 Growth ETF shares in Q1 2018, an estimated $1.88M.
  • Copperwynd Financial first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and held it in 1 quarter.
  • Copperwynd Financial's iShares S&P 500 Growth ETF position peaked at $1.88M in Q4 2017.
  • 732 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2018.

Based on Copperwynd Financial's 13F filing for Q1 2018, filed 27 Apr 2018.