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

IndexIQ 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
2020
Q1 		– Sell
-16
Closed -$1K – 1096
2019
Q4 		$1K Hold
16
– – ﹤0.01% 807
2019
Q3 		$1K Hold
16
– – ﹤0.01% 564
2019
Q2 		$1K Sell
16
-239,212
-100% -$10.5M ﹤0.01% 556
2019
Q1 		$10.3M Sell
239,228
-6,372
-3% -$261K 0.3% 53
2018
Q4 		$9.25M Sell
245,600
-31,956
-12% -$1.29M 0.26% 58
2018
Q3 		$12.3M Sell
277,556
-51,808
-16% -$2.23M 0.4% 48
2018
Q2 		$13.4M Sell
329,364
-356,896
-52% -$14.3M 0.41% 48
2018
Q1 		$26.6M Buy
686,260
+95,624
+16% +$3.81M 0.86% 26
2017
Q4 		$22.6M Buy
590,636
+8,020
+1% +$300K 0.83% 24
2017
Q3 		$20.9M Buy
582,616
+573,564
+6,336% +$20.2M 0.9% 23
2017
Q2 		$310K Sell
9,052
-447,164
-98% -$15.2M 0.01% 454
2017
Q1 		$15M Buy
456,216
+168,444
+59% +$5.4M 0.78% 27
2016
Q4 		$8.76M Buy
287,772
+142,132
+98% +$4.29M 0.44% 33
2016
Q3 		$4.43M Sell
145,640
-48,656
-25% -$1.47M 0.22% 43
2016
Q2 		$5.66M Buy
194,296
+138,104
+246% +$4.01M 0.33% 44
2016
Q1 		$1.63M Sell
56,192
-152,884
-73% -$4.21M 0.11% 72
2015
Q4 		$6.05M Buy
209,076
+207,856
+17,037% +$6.04M 0.39% 30
2015
Q3 		$33K Sell
1,220
-15,504
-93% -$441K ﹤0.01% 229
2015
Q2 		$477K Sell
16,724
-573,992
-97% -$16.6M 0.03% 154
2015
Q1 		$16.8M Buy
590,716
+158,464
+37% +$4.5M 1.07% 21
2014
Q4 		$12.1M Sell
432,252
-376,960
-47% -$10.3M 0.8% 24
2014
Q3 		$21.6M Sell
809,212
-113,408
-12% -$3.02M 1.59% 16
2014
Q2 		$24.3M Buy
922,620
+860,740
+1,391% +$21.8M 1.93% 15
2014
Q1 		$1.54M Buy
+61,880
New +$1.53M 0.15% 53

Other funds holding IVW

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

IndexIQ Advisors's IVW Position: Q1 2020 in Review

IndexIQ Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2020, closing a stake of 16 shares — an estimated $1K sold.

IndexIQ Advisors first reported a position in IVW in Q1 2014 and held it in 24 quarters. The position peaked at $26.6M in Q1 2018. 941 funds tracked by Wall St. Rank hold IVW as of Q1 2020.

  • IndexIQ Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q1 2020 after selling out during the quarter.
  • IndexIQ Advisors sold 16 iShares S&P 500 Growth ETF shares in Q1 2020, an estimated $1K.
  • IndexIQ Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2014 and held it in 24 quarters.
  • IndexIQ Advisors's iShares S&P 500 Growth ETF position peaked at $26.6M in Q1 2018.
  • 941 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2020.

Based on IndexIQ Advisors's 13F filing for Q1 2020, filed 8 May 2020.