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

Divergent 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 Q4	–	Sell	-1,444	Closed	-$63K	–	86
2018 Q3	$63K	Sell	1,444 -300	-17%	-$12.9K	0.02%	57
2018 Q2	$71K	Hold	1,744	–	–	0.03%	52
2018 Q1	$68K	Buy	+1,744	New	+$69.6K	0.03%	54

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

Divergent Wealth Advisors's IVW Position: Q4 2018 in Review

Divergent Wealth Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2018, closing a stake of 1,444 shares — an estimated $63K sold.

Divergent Wealth Advisors first reported a position in IVW in Q1 2018 and held it in 3 quarters. The position peaked at $71K in Q2 2018. 826 funds tracked by Wall St. Rank hold IVW as of Q4 2018.

Divergent Wealth Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q4 2018 after selling out during the quarter.
Divergent Wealth Advisors sold 1,444 iShares S&P 500 Growth ETF shares in Q4 2018, an estimated $63K.
Divergent Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2018 and held it in 3 quarters.
Divergent Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $71K in Q2 2018.
826 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2018.

Based on Divergent Wealth Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.