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Diversified Investment Strategies’s iShares S&P 500 Growth ETF IVW Stock Holding History

Diversified Investment Strategies’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
2020
Q1 		– Sell
-6,728
Closed -$326K – 36
2019
Q4 		$326K Sell
6,728
-200
-3% -$9.27K 0.32% 25
2019
Q3 		$312K Hold
6,928
– – 0.32% 25
2019
Q2 		$310K Hold
6,928
– – 0.3% 25
2019
Q1 		$299K Hold
6,928
– – 0.28% 25
2018
Q4 		$261K Hold
6,928
– – 0.27% 27
2018
Q3 		$307K Hold
6,928
– – 0.28% 29
2018
Q2 		$282K Sell
6,928
-600
-8% -$24.1K 0.26% 30
2018
Q1 		$292K Hold
7,528
– – 0.29% 30
2017
Q4 		$288K Hold
7,528
– – 0.26% 35
2017
Q3 		$270K Hold
7,528
– – 0.26% 34
2017
Q2 		$258K Buy
7,528
+468
+7% +$15.9K 0.25% 39
2017
Q1 		$232K Sell
7,060
-1,400
-17% -$44.9K 0.23% 39
2016
Q4 		$258K Hold
8,460
– – 0.27% 40
2016
Q3 		$257K Sell
8,460
-340
-4% -$10.3K 0.25% 45
2016
Q2 		$256K Hold
8,800
– – 0.26% 45
2016
Q1 		$256K Hold
8,800
– – 0.27% 45
2015
Q4 		$255K Hold
8,800
– – 0.29% 45
2015
Q3 		$237K Sell
8,800
-6,040
-41% -$172K 0.28% 54
2015
Q2 		$422K Hold
14,840
– – 0.43% 48
2015
Q1 		$423K Buy
+14,840
New +$421K 0.42% 48
2014
Q4 		– Sell
-18,140
Closed -$484K – 63
2014
Q3 		$484K Sell
18,140
-1,460
-7% -$38.9K 0.4% 49
2014
Q2 		$515K Hold
19,600
– – 0.39% 51
2014
Q1 		$489K Hold
19,600
– – 0.4% 51
2013
Q4 		$484K Hold
19,600
– – 0.39% 53
2013
Q3 		$438K Sell
19,600
-4,540
-19% -$100K 0.36% 61
2013
Q2 		$507K Buy
+24,140
New +$512K 0.43% 54

Other funds holding IVW

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Diversified Investment Strategies's IVW Position: Q1 2020 in Review

Diversified Investment Strategies sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2020, closing a stake of 6,728 shares — an estimated $326K sold.

Diversified Investment Strategies first reported a position in IVW in Q2 2013 and held it in 26 quarters. The position peaked at $515K in Q2 2014. 941 funds tracked by Wall St. Rank hold IVW as of Q1 2020.

  • Diversified Investment Strategies reported no remaining iShares S&P 500 Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Diversified Investment Strategies sold 6,728 iShares S&P 500 Growth ETF shares in Q1 2020, an estimated $326K.
  • Diversified Investment Strategies first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and held it in 26 quarters.
  • Diversified Investment Strategies's iShares S&P 500 Growth ETF position peaked at $515K in Q2 2014.
  • 941 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2020.

Based on Diversified Investment Strategies's 13F filing for Q1 2020, filed 15 Apr 2020.