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KCS Wealth Advisory’s iShares S&P 500 Growth ETF IVW Stock Holding History

KCS Wealth 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
2019
Q4 		– Sell
-436
Closed -$19.6K – 269
2019
Q3 		$19.6K Buy
+436
New +$19.7K 0.01% 304

Other funds holding IVW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

KCS Wealth Advisory's IVW Position: Q4 2019 in Review

KCS Wealth Advisory sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2019, closing a stake of 436 shares — an estimated $19.6K sold.

KCS Wealth Advisory first reported a position in IVW in Q3 2019 and held it in 1 quarter. The position peaked at $19.6K in Q3 2019. 985 funds tracked by Wall St. Rank hold IVW as of Q4 2019.

  • KCS Wealth Advisory reported no remaining iShares S&P 500 Growth ETF position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 436 iShares S&P 500 Growth ETF shares in Q4 2019, an estimated $19.6K.
  • KCS Wealth Advisory first reported a position in iShares S&P 500 Growth ETF in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's iShares S&P 500 Growth ETF position peaked at $19.6K in Q3 2019.
  • 985 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.