Howard Wealth Management’s iShares S&P 100 ETF OEF Stock Holding History

Howard Wealth Management’s Portfolio OEF Stock Details OEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-24	Closed	-$3K	–	368
2019 Q4	$3K	Buy	+24	New	+$3.29K	﹤0.01%	449

Other funds holding OEF

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

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MFW

Meristem Family Wealth Minnetonka, Minnesota $925M AUM 14.15% 1-Year Est. Return

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

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Howard Wealth Management's OEF Position: Q1 2020 in Review

Howard Wealth Management sold out of iShares S&P 100 ETF (OEF) in Q1 2020, closing a stake of 24 shares — an estimated $3K sold.

Howard Wealth Management first reported a position in OEF in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 359 funds tracked by Wall St. Rank hold OEF as of Q1 2020.

Howard Wealth Management reported no remaining iShares S&P 100 ETF position as of Q1 2020 after selling out during the quarter.
Howard Wealth Management sold 24 iShares S&P 100 ETF shares in Q1 2020, an estimated $3K.
Howard Wealth Management first reported a position in iShares S&P 100 ETF in Q4 2019 and held it in 1 quarter.
Howard Wealth Management's iShares S&P 100 ETF position peaked at $3K in Q4 2019.
359 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2020.

Based on Howard Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.