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Foresight Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Foresight Wealth Management’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
-8,016
Closed -$302K – 110
2018
Q4 		$302K Buy
+8,016
New +$324K 0.32% 69

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

Foresight Wealth Management's IVW Position: Q1 2019 in Review

Foresight Wealth Management sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2019, closing a stake of 8,016 shares — an estimated $302K sold.

Foresight Wealth Management first reported a position in IVW in Q4 2018 and held it in 1 quarter. The position peaked at $302K in Q4 2018. 853 funds tracked by Wall St. Rank hold IVW as of Q1 2019.

  • Foresight Wealth Management reported no remaining iShares S&P 500 Growth ETF position as of Q1 2019 after selling out during the quarter.
  • Foresight Wealth Management sold 8,016 iShares S&P 500 Growth ETF shares in Q1 2019, an estimated $302K.
  • Foresight Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and held it in 1 quarter.
  • Foresight Wealth Management's iShares S&P 500 Growth ETF position peaked at $302K in Q4 2018.
  • 853 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2019.

Based on Foresight Wealth Management's 13F filing for Q1 2019, filed 7 May 2019.