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

IberiaBank’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
2020 Q2	$1.72M	Sell	33,184 -732	-2%	-$35.1K	0.2%	104
2020 Q1	$1.4M	Sell	33,916 -2,744	-7%	-$130K	0.18%	107
2019 Q4	$1.77M	Sell	36,660 -4,808	-12%	-$223K	0.19%	103
2019 Q3	$1.87M	Sell	41,468 -13,412	-24%	-$607K	0.22%	99
2019 Q2	$2.46M	Buy	54,880 +17,044	+45%	+$750K	0.27%	90
2019 Q1	$1.63M	Sell	37,836 -2,292	-6%	-$93.9K	0.19%	107
2018 Q4	$1.51M	Sell	40,128 -2,648	-6%	-$107K	0.2%	108
2018 Q3	$1.9M	Buy	42,776 +11,640	+37%	+$500K	0.24%	109
2018 Q2	$1.27M	Buy	31,136 +2,600	+9%	+$104K	0.22%	122
2018 Q1	$1.11M	Sell	28,536 -21,444	-43%	-$855K	0.22%	128
2017 Q4	$1.94M	Buy	49,980 +4,104	+9%	+$153K	0.3%	101
2017 Q3	$1.66M	Buy	45,876 +28,880	+170%	+$1.02M	0.28%	106
2017 Q2	$581K	Buy	16,996 +2,452	+17%	+$83.1K	0.17%	114
2017 Q1	$478K	Buy	+14,544	New	+$467K	0.15%	124

Other funds holding IVW

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

IberiaBank's IVW Position: Q2 2020 in Review

IberiaBank reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.2% in Q2 2020, selling an estimated $35.1K and leaving 33,184 shares worth $1.72M. The position accounts for 0.2% of the portfolio, ranked #104.

IberiaBank first reported a position in IVW in Q1 2017 and has held it in 14 quarters since. The position peaked at $2.46M in Q2 2019. 996 funds tracked by Wall St. Rank hold IVW as of Q2 2020.

IberiaBank held 33,184 shares of iShares S&P 500 Growth ETF worth $1.72M as of Q2 2020.
IberiaBank sold 732 iShares S&P 500 Growth ETF shares in Q2 2020, an estimated $35.1K.
iShares S&P 500 Growth ETF made up 0.2% of IberiaBank's portfolio in Q2 2020, its #104 holding.
IberiaBank first reported a position in iShares S&P 500 Growth ETF in Q1 2017 and has held it in 14 quarters since.
IberiaBank's iShares S&P 500 Growth ETF position peaked at $2.46M in Q2 2019.
996 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2020.

Based on IberiaBank's 13F filing for Q2 2020, filed 29 Jul 2020.