Leonetti & Associates’s iShares S&P 500 Growth ETF IVW Stock Holding History

Leonetti & Associates’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 Q4	$3.84M	Sell	102,000 -4,128	-4%	-$167K	1.41%	17
2018 Q3	$4.7M	Sell	106,128 -4,388	-4%	-$189K	1.2%	20
2018 Q2	$4.49M	Sell	110,516 -8,476	-7%	-$340K	1.22%	20
2018 Q1	$4.61M	Sell	118,992 -6,544	-5%	-$261K	1.34%	20
2017 Q4	$4.79M	Sell	125,536 -624	-0.5%	-$23.3K	1.29%	20
2017 Q3	$4.52M	Sell	126,160 -2,016	-2%	-$71K	1.2%	23
2017 Q2	$4.38M	Sell	128,176 -620	-0.5%	-$21K	1.24%	23
2017 Q1	$4.24M	Buy	+128,796	New	+$4.13M	1.23%	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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Leonetti & Associates's IVW Position: Q4 2018 in Review

Leonetti & Associates reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.9% in Q4 2018, selling an estimated $167K and leaving 102,000 shares worth $3.84M. The position accounts for 1.41% of the portfolio, ranked #17.

Leonetti & Associates first reported a position in IVW in Q1 2017 and has held it in 8 quarters since. The position peaked at $4.79M in Q4 2017. 826 funds tracked by Wall St. Rank hold IVW as of Q4 2018.

Leonetti & Associates held 102,000 shares of iShares S&P 500 Growth ETF worth $3.84M as of Q4 2018.
Leonetti & Associates sold 4,128 iShares S&P 500 Growth ETF shares in Q4 2018, an estimated $167K.
iShares S&P 500 Growth ETF made up 1.41% of Leonetti & Associates's portfolio in Q4 2018, its #17 holding.
Leonetti & Associates first reported a position in iShares S&P 500 Growth ETF in Q1 2017 and has held it in 8 quarters since.
Leonetti & Associates's iShares S&P 500 Growth ETF position peaked at $4.79M in Q4 2017.
826 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2018.

Based on Leonetti & Associates's 13F filing for Q4 2018, filed 19 Feb 2019.