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

IRON Financial’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 Q2	–	Sell	-5,212	Closed	-$225K	–	91
2019 Q1	$225K	Buy	+5,212	New	+$214K	0.14%	87

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

IRON Financial's IVW Position: Q2 2019 in Review

IRON Financial sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2019, closing a stake of 5,212 shares — an estimated $225K sold.

IRON Financial first reported a position in IVW in Q1 2019 and held it in 1 quarter. The position peaked at $225K in Q1 2019. 870 funds tracked by Wall St. Rank hold IVW as of Q2 2019.

IRON Financial reported no remaining iShares S&P 500 Growth ETF position as of Q2 2019 after selling out during the quarter.
IRON Financial sold 5,212 iShares S&P 500 Growth ETF shares in Q2 2019, an estimated $225K.
IRON Financial first reported a position in iShares S&P 500 Growth ETF in Q1 2019 and held it in 1 quarter.
IRON Financial's iShares S&P 500 Growth ETF position peaked at $225K in Q1 2019.
870 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2019.

Based on IRON Financial's 13F filing for Q2 2019, filed 2 Aug 2019.