Jolley Asset Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Jolley Asset 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
2018 Q1	–	Sell	-456	Closed	-$17K	–	188
2017 Q4	$17K	Hold	456	–	–	0.01%	133
2017 Q3	$16K	Buy	+456	New	+$16.1K	0.01%	132

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

Jolley Asset Management's IVW Position: Q1 2018 in Review

Jolley Asset Management sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2018, closing a stake of 456 shares — an estimated $17K sold.

Jolley Asset Management first reported a position in IVW in Q3 2017 and held it in 2 quarters. The position peaked at $17K in Q4 2017. 732 funds tracked by Wall St. Rank hold IVW as of Q1 2018.

Jolley Asset Management reported no remaining iShares S&P 500 Growth ETF position as of Q1 2018 after selling out during the quarter.
Jolley Asset Management sold 456 iShares S&P 500 Growth ETF shares in Q1 2018, an estimated $17K.
Jolley Asset Management first reported a position in iShares S&P 500 Growth ETF in Q3 2017 and held it in 2 quarters.
Jolley Asset Management's iShares S&P 500 Growth ETF position peaked at $17K in Q4 2017.
732 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2018.

Based on Jolley Asset Management's 13F filing for Q1 2018, filed 13 Apr 2018.