Guidant Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Guidant Wealth Advisors’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 Q3	$4.64M	Sell	103,164 -3,532	-3%	-$160K	1.73%	19
2019 Q2	$4.78M	Sell	106,696 -4,380	-4%	-$193K	1.85%	19
2019 Q1	$4.79M	Sell	111,076 -5,836	-5%	-$239K	1.86%	19
2018 Q4	$4.4M	Buy	+116,912	New	+$4.73M	2.05%	18
2017 Q3	–	Sell	-137,636	Closed	-$4.73M	–	208
2017 Q2	$4.73M	Sell	137,636 -27,028	-16%	-$916K	2.44%	13
2017 Q1	$5.4M	Sell	164,664 -39,388	-19%	-$1.26M	2.83%	11
2016 Q4	$6.35M	Sell	204,052 -111,004	-35%	-$3.35M	3.6%	6
2016 Q3	$9.52M	Buy	+315,056	New	+$9.55M	5.86%	1

Other funds holding IVW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Guidant Wealth Advisors's IVW Position: Q3 2019 in Review

Guidant Wealth Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.3% in Q3 2019, selling an estimated $160K and leaving 103,164 shares worth $4.64M. The position accounts for 1.73% of the portfolio, ranked #19.

Guidant Wealth Advisors first reported a position in IVW in Q3 2016 and has held it in 8 quarters since. The position peaked at $9.52M in Q3 2016. 866 funds tracked by Wall St. Rank hold IVW as of Q3 2019.

Guidant Wealth Advisors held 103,164 shares of iShares S&P 500 Growth ETF worth $4.64M as of Q3 2019.
Guidant Wealth Advisors sold 3,532 iShares S&P 500 Growth ETF shares in Q3 2019, an estimated $160K.
iShares S&P 500 Growth ETF made up 1.73% of Guidant Wealth Advisors's portfolio in Q3 2019, its #19 holding.
Guidant Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2016 and has held it in 8 quarters since.
Guidant Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $9.52M in Q3 2016.
866 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.