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

Forward 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
2018
Q1 		– Sell
-16
Closed -$1K – 212
2017
Q4 		$1K Buy
+16
New +$598 ﹤0.01% 212

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 22.96% 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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Forward Management's IVW Position: Q1 2018 in Review

Forward Management sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2018, closing a stake of 16 shares — an estimated $1K sold.

Forward Management first reported a position in IVW in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 732 funds tracked by Wall St. Rank hold IVW as of Q1 2018.

  • Forward Management reported no remaining iShares S&P 500 Growth ETF position as of Q1 2018 after selling out during the quarter.
  • Forward Management sold 16 iShares S&P 500 Growth ETF shares in Q1 2018, an estimated $1K.
  • Forward Management first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and held it in 1 quarter.
  • Forward Management's iShares S&P 500 Growth ETF position peaked at $1K in Q4 2017.
  • 732 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2018.

Based on Forward Management's 13F filing for Q1 2018, filed 30 Apr 2018.