FIA
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FNY Investment Advisers’s iShares S&P 500 Growth ETF IVW Stock Holding History

FNY Investment Advisers’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
Q3 		– Sell
-1,800
Closed -$73K – 1096
2018
Q2 		$73K Buy
+1,800
New +$72.3K 0.03% 253

Other funds holding IVW

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

FNY Investment Advisers's IVW Position: Q3 2018 in Review

FNY Investment Advisers sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2018, closing a stake of 1,800 shares — an estimated $73K sold.

FNY Investment Advisers first reported a position in IVW in Q2 2018 and held it in 1 quarter. The position peaked at $73K in Q2 2018. 753 funds tracked by Wall St. Rank hold IVW as of Q3 2018.

  • FNY Investment Advisers reported no remaining iShares S&P 500 Growth ETF position as of Q3 2018 after selling out during the quarter.
  • FNY Investment Advisers sold 1,800 iShares S&P 500 Growth ETF shares in Q3 2018, an estimated $73K.
  • FNY Investment Advisers first reported a position in iShares S&P 500 Growth ETF in Q2 2018 and held it in 1 quarter.
  • FNY Investment Advisers's iShares S&P 500 Growth ETF position peaked at $73K in Q2 2018.
  • 753 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2018.

Based on FNY Investment Advisers's 13F filing for Q3 2018, filed 29 Oct 2018.