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Islay Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Islay Capital Management’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
Q3 		– Sell
-1,532
Closed -$79K – 297
2020
Q2 		$79K Buy
+1,532
New +$73.4K 0.09% 138

Other funds holding IVW

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Morgan Stanley
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Islay Capital Management's IVW Position: Q3 2020 in Review

Islay Capital Management sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2020, closing a stake of 1,532 shares — an estimated $79K sold.

Islay Capital Management first reported a position in IVW in Q2 2020 and held it in 1 quarter. The position peaked at $79K in Q2 2020. 1,008 funds tracked by Wall St. Rank hold IVW as of Q3 2020.

  • Islay Capital Management reported no remaining iShares S&P 500 Growth ETF position as of Q3 2020 after selling out during the quarter.
  • Islay Capital Management sold 1,532 iShares S&P 500 Growth ETF shares in Q3 2020, an estimated $79K.
  • Islay Capital Management first reported a position in iShares S&P 500 Growth ETF in Q2 2020 and held it in 1 quarter.
  • Islay Capital Management's iShares S&P 500 Growth ETF position peaked at $79K in Q2 2020.
  • 1,008 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2020.

Based on Islay Capital Management's 13F filing for Q3 2020, filed 12 Nov 2020.