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

Isthmus Partners’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
2018 Q1	–	Sell	-68	Closed	-$3K	–	287
2017 Q4	$3K	Buy	+68	New	+$2.54K	﹤0.01%	279

Other funds holding IVW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Isthmus Partners's IVW Position: Q1 2018 in Review

Isthmus Partners sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2018, closing a stake of 68 shares — an estimated $3K sold.

Isthmus Partners first reported a position in IVW in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 732 funds tracked by Wall St. Rank hold IVW as of Q1 2018.

Isthmus Partners reported no remaining iShares S&P 500 Growth ETF position as of Q1 2018 after selling out during the quarter.
Isthmus Partners sold 68 iShares S&P 500 Growth ETF shares in Q1 2018, an estimated $3K.
Isthmus Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and held it in 1 quarter.
Isthmus Partners's iShares S&P 500 Growth ETF position peaked at $3K in Q4 2017.
732 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2018.

Based on Isthmus Partners's 13F filing for Q1 2018, filed 11 May 2018.