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

Financial Management Professionals’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 Q2	–	Sell	-12	Closed	-$1K	–	612
2020 Q1	$1K	Buy	+12	New	+$567	﹤0.01%	280
2019 Q4	–	Sell	-93,952	Closed	-$4.23M	–	346
2019 Q3	$4.23M	Buy	93,952 +3,556	+4%	+$161K	1.56%	13
2019 Q2	$4.05M	Sell	90,396 -1,952	-2%	-$85.8K	1.5%	14
2019 Q1	$3.98M	Buy	92,348 +1,980	+2%	+$81.1K	1.6%	12
2018 Q4	$3.4M	Buy	90,368 +1,148	+1%	+$46.5K	2.12%	8
2018 Q3	$3.95M	Sell	89,220 -5,532	-6%	-$238K	1.53%	13
2018 Q2	$3.85M	Buy	94,752 +15,224	+19%	+$611K	1.57%	14
2018 Q1	$3.08M	Buy	+79,528	New	+$3.17M	1.6%	15
2016 Q2	–	Sell	-83,504	Closed	-$2.42M	–	431
2016 Q1	$2.42M	Sell	83,504 -1,508	-2%	-$41.5K	1.25%	19
2015 Q4	$2.46M	Buy	85,012 +1,964	+2%	+$57.1K	1.26%	22
2015 Q3	$2.24M	Buy	83,048 +3,588	+5%	+$102K	1.51%	20
2015 Q2	$2.26M	Buy	79,460 +2,016	+3%	+$58.4K	1.06%	22
2015 Q1	$2.21M	Buy	+77,444	New	+$2.2M	1.03%	22

Other funds holding IVW

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Management Professionals's IVW Position: Q2 2020 in Review

Financial Management Professionals sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2020, closing a stake of 12 shares — an estimated $1K sold.

Financial Management Professionals first reported a position in IVW in Q1 2015 and held it in 13 quarters. The position peaked at $4.23M in Q3 2019. 996 funds tracked by Wall St. Rank hold IVW as of Q2 2020.

Financial Management Professionals reported no remaining iShares S&P 500 Growth ETF position as of Q2 2020 after selling out during the quarter.
Financial Management Professionals sold 12 iShares S&P 500 Growth ETF shares in Q2 2020, an estimated $1K.
Financial Management Professionals first reported a position in iShares S&P 500 Growth ETF in Q1 2015 and held it in 13 quarters.
Financial Management Professionals's iShares S&P 500 Growth ETF position peaked at $4.23M in Q3 2019.
996 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2020.

Based on Financial Management Professionals's 13F filing for Q2 2020, filed 21 Jul 2020.