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Genovese Burford & Brothers Wealth & Retirement Plan Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2017
Q4 		– Sell
-100
Closed -$3K – 347
2017
Q3 		$3K Hold
100
– – ﹤0.01% 356
2017
Q2 		$3K Hold
100
– – ﹤0.01% 340
2017
Q1 		$4K Sell
100
-452
-82% -$14.5K ﹤0.01% 362
2016
Q4 		$17K Buy
+552
New +$16.7K ﹤0.01% 266
2016
Q2 		– Sell
-416
Closed -$12K – 430
2016
Q1 		$12K Sell
416
-120
-22% -$3.3K 0.01% 242
2015
Q4 		$16K Buy
+536
New +$15.6K 0.01% 218

Other funds holding IVW

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's IVW Position: Q4 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2017, closing a stake of 100 shares — an estimated $3K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in IVW in Q4 2015 and held it in 6 quarters. The position peaked at $17K in Q4 2016. 704 funds tracked by Wall St. Rank hold IVW as of Q4 2017.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining iShares S&P 500 Growth ETF position as of Q4 2017 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 100 iShares S&P 500 Growth ETF shares in Q4 2017, an estimated $3K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in iShares S&P 500 Growth ETF in Q4 2015 and held it in 6 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's iShares S&P 500 Growth ETF position peaked at $17K in Q4 2016.
  • 704 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2017, filed 14 Feb 2018.