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

DSC 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
2019 Q1	–	Sell	-16,000	Closed	-$603K	–	84
2018 Q4	$603K	Sell	16,000 -56,200	-78%	-$2.27M	0.07%	43
2018 Q3	$3.2M	Buy	+72,200	New	+$3.1M	0.43%	25
2018 Q2	–	Sell	-15,600	Closed	-$605K	–	93
2018 Q1	$605K	Buy	+15,600	New	+$622K	0.13%	52
2016 Q2	–	Sell	-48,040	Closed	-$1.39M	–	62
2016 Q1	$1.39M	Buy	+48,040	New	+$1.32M	0.83%	28

Other funds holding IVW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

DSC Advisors's IVW Position: Q1 2019 in Review

DSC Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2019, closing a stake of 16,000 shares — an estimated $603K sold.

DSC Advisors first reported a position in IVW in Q1 2016 and held it in 4 quarters. The position peaked at $3.2M in Q3 2018. 853 funds tracked by Wall St. Rank hold IVW as of Q1 2019.

DSC Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q1 2019 after selling out during the quarter.
DSC Advisors sold 16,000 iShares S&P 500 Growth ETF shares in Q1 2019, an estimated $603K.
DSC Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2016 and held it in 4 quarters.
DSC Advisors's iShares S&P 500 Growth ETF position peaked at $3.2M in Q3 2018.
853 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2019.

Based on DSC Advisors's 13F filing for Q1 2019, filed 15 May 2019.