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First Capital Advisors Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

First Capital Advisors Group’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
Q2 		– Sell
-1,028
Closed -$40K – 460
2018
Q1 		$40K Buy
+1,028
New +$41K 0.02% 304

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 22.9% 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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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

First Capital Advisors Group's IVW Position: Q2 2018 in Review

First Capital Advisors Group sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2018, closing a stake of 1,028 shares — an estimated $40K sold.

First Capital Advisors Group first reported a position in IVW in Q1 2018 and held it in 1 quarter. The position peaked at $40K in Q1 2018. 747 funds tracked by Wall St. Rank hold IVW as of Q2 2018.

  • First Capital Advisors Group reported no remaining iShares S&P 500 Growth ETF position as of Q2 2018 after selling out during the quarter.
  • First Capital Advisors Group sold 1,028 iShares S&P 500 Growth ETF shares in Q2 2018, an estimated $40K.
  • First Capital Advisors Group first reported a position in iShares S&P 500 Growth ETF in Q1 2018 and held it in 1 quarter.
  • First Capital Advisors Group's iShares S&P 500 Growth ETF position peaked at $40K in Q1 2018.
  • 747 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2018.

Based on First Capital Advisors Group's 13F filing for Q2 2018, filed 30 Jul 2018.