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Guardian Capital Advisors (Canada)’s iShares S&P 500 Growth ETF IVW Stock Holding History

Guardian Capital Advisors (Canada)’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
Q4 		– Sell
-31,400
Closed -$1.36M – 160
2018
Q3 		$1.36M Sell
31,400
-6,260
-17% -$269K 0.19% 85
2018
Q2 		$1.59M Sell
37,660
-220
-0.6% -$8.84K 0.21% 86
2018
Q1 		$1.48M Buy
37,880
+19,800
+110% +$790K 0.21% 88
2017
Q4 		$732K Sell
18,080
-4,400
-20% -$164K 0.1% 104
2017
Q3 		$827K Sell
22,480
-3,860
-15% -$136K 0.11% 98
2017
Q2 		$916K Sell
26,340
-3,400
-11% -$115K 0.13% 98
2017
Q1 		$977K Sell
29,740
-5,400
-15% -$173K 0.14% 98
2016
Q4 		$1.09M Buy
35,140
+4,180
+14% +$126K 0.16% 96
2016
Q3 		$934K Buy
30,960
+4,000
+15% +$121K 0.17% 96
2016
Q2 		$781K Buy
26,960
+10,560
+64% +$306K 0.15% 102
2016
Q1 		$466K Buy
+16,400
New +$451K 0.09% 114
2015
Q3 		– Sell
-17,200
Closed -$493K – 181
2015
Q2 		$493K Buy
+17,200
New +$498K 0.09% 122
2014
Q4 		– Sell
-93,200
Closed -$2.79M – 185
2014
Q3 		$2.79M Sell
93,200
-300
-0.3% -$7.99K 0.46% 67
2014
Q2 		$2.48M Sell
93,500
-6,400
-6% -$162K 0.43% 73
2014
Q1 		$2.51M Sell
99,900
-6,300
-6% -$156K 0.48% 66
2013
Q4 		$2.7M Buy
106,200
+1,100
+1% +$25.9K 0.53% 61
2013
Q3 		$2.38M Buy
+105,100
New +$2.32M 0.51% 60

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Guardian Capital Advisors (Canada)'s IVW Position: Q4 2018 in Review

Guardian Capital Advisors (Canada) sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2018, closing a stake of 31,400 shares — an estimated $1.36M sold.

Guardian Capital Advisors (Canada) first reported a position in IVW in Q3 2013 and held it in 17 quarters. The position peaked at $2.79M in Q3 2014. 826 funds tracked by Wall St. Rank hold IVW as of Q4 2018.

  • Guardian Capital Advisors (Canada) reported no remaining iShares S&P 500 Growth ETF position as of Q4 2018 after selling out during the quarter.
  • Guardian Capital Advisors (Canada) sold 31,400 iShares S&P 500 Growth ETF shares in Q4 2018, an estimated $1.36M.
  • Guardian Capital Advisors (Canada) first reported a position in iShares S&P 500 Growth ETF in Q3 2013 and held it in 17 quarters.
  • Guardian Capital Advisors (Canada)'s iShares S&P 500 Growth ETF position peaked at $2.79M in Q3 2014.
  • 826 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2018.

Based on Guardian Capital Advisors (Canada)'s 13F filing for Q4 2018, filed 13 Feb 2019.