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

Legacy Financial 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 Q2	–	Sell	-400	Closed	-$17K	–	506
2019 Q1	$17K	Hold	400	–	–	0.01%	494
2018 Q4	$15K	Hold	400	–	–	0.01%	469
2018 Q3	$17K	Hold	400	–	–	0.01%	399
2018 Q2	$17K	Hold	400	–	–	0.01%	407
2018 Q1	$15K	Buy	+400	New	+$16K	0.01%	402

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

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

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

Legacy Financial Advisors's IVW Position: Q2 2019 in Review

Legacy Financial Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2019, closing a stake of 400 shares — an estimated $17K sold.

Legacy Financial Advisors first reported a position in IVW in Q1 2018 and held it in 5 quarters. The position peaked at $17K in Q1 2019. 870 funds tracked by Wall St. Rank hold IVW as of Q2 2019.

Legacy Financial Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q2 2019 after selling out during the quarter.
Legacy Financial Advisors sold 400 iShares S&P 500 Growth ETF shares in Q2 2019, an estimated $17K.
Legacy Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2018 and held it in 5 quarters.
Legacy Financial Advisors's iShares S&P 500 Growth ETF position peaked at $17K in Q1 2019.
870 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.