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

JOYN 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
2019 Q1	–	Sell	-3,900	Closed	-$147K	–	740
2018 Q4	$147K	Buy	3,900 +824	+27%	+$33.3K	0.03%	146
2018 Q3	$136K	Sell	3,076 -1,260	-29%	-$54.2K	0.03%	173
2018 Q2	$176K	Buy	4,336 +204	+5%	+$8.19K	0.04%	154
2018 Q1	$160K	Buy	+4,132	New	+$165K	0.03%	155
2017 Q3	–	Sell	-10,296	Closed	-$171K	–	25
2017 Q2	$171K	Hold	10,296	–	–	0.05%	24
2017 Q1	$339K	Buy	+10,296	New	+$330K	0.11%	23
2016 Q2	–	Sell	-1,776	Closed	-$51K	–	26
2016 Q1	$51K	Sell	1,776 -27,868	-94%	-$767K	0.02%	26
2015 Q4	$858K	Buy	29,644 +6,680	+29%	+$194K	0.34%	19
2015 Q3	$619K	Buy	+22,964	New	+$653K	0.24%	18
2014 Q3	–	Sell	-1,528	Closed	-$40K	–	36
2014 Q2	$40K	Buy	1,528 +28	+2%	+$710	0.02%	21
2014 Q1	$37K	Sell	1,500 -1,592	-51%	-$39.3K	0.02%	30
2013 Q4	$76K	Sell	3,092 -236	-7%	-$5.56K	0.04%	37
2013 Q3	$74K	Buy	+3,328	New	+$73.5K	0.04%	26
2013 Q2	–	Hold	0	–	–	–	22

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

JOYN Advisors's IVW Position: Q1 2019 in Review

JOYN Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2019, closing a stake of 3,900 shares — an estimated $147K sold.

JOYN Advisors first reported a position in IVW in Q3 2013 and held it in 13 quarters. The position peaked at $858K in Q4 2015. 853 funds tracked by Wall St. Rank hold IVW as of Q1 2019.

JOYN Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 3,900 iShares S&P 500 Growth ETF shares in Q1 2019, an estimated $147K.
JOYN Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2013 and held it in 13 quarters.
JOYN Advisors's iShares S&P 500 Growth ETF position peaked at $858K in Q4 2015.
853 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.