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

Kays Financial Advisory’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 		$61.6M Sell
1,065,560
-121,596
-10% -$6.88M 9.89% 3
2020
Q2 		$61.6M Buy
1,187,156
+31,156
+3% +$1.49M 10.73% 1
2020
Q1 		$47.7M Buy
1,156,000
+240,316
+26% +$11.4M 9.81% 3
2019
Q4 		$44.3M Buy
915,684
+44,048
+5% +$2.04M 7.85% 4
2019
Q3 		$39.2M Buy
871,636
+83,520
+11% +$3.78M 7.22% 4
2019
Q2 		$35.3M Buy
788,116
+36,652
+5% +$1.61M 6.5% 4
2019
Q1 		$32.4M Buy
751,464
+253,256
+51% +$10.4M 6.29% 4
2018
Q4 		$18.8M Sell
498,208
-87,304
-15% -$3.53M 4.27% 6
2018
Q3 		$25.9M Buy
585,512
+342,996
+141% +$14.7M 5.53% 5
2018
Q2 		$9.86M Buy
+242,516
New +$9.74M 2.16% 17

Other funds holding IVW

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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