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Live Your Vision’s iShares S&P 500 Growth ETF IVW Stock Holding History

Live Your Vision’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 		$19.4M Buy
435,004
+31,412
+8% +$1.29M 5.87% 4
2018
Q4 		$15.7M Buy
403,592
+5,672
+1% +$230K 5.29% 5
2018
Q3 		$17.6M Sell
397,920
-1,336
-0.3% -$57.4K 5.61% 5
2018
Q2 		$16.7M Buy
399,256
+904
+0.2% +$36.3K 5.52% 5
2018
Q1 		$15.8M Sell
398,352
-7,912
-2% -$316K 5.34% 4
2017
Q4 		$16.5M Sell
406,264
-24,016
-6% -$897K 5.51% 4
2017
Q3 		$15.4M Sell
430,280
-684
-0.2% -$24.1K 5.49% 4
2017
Q2 		$15.2M Buy
430,964
+220
+0.1% +$7.46K 5.65% 4
2017
Q1 		$14.2M Buy
430,744
+5,380
+1% +$173K 5.55% 4
2016
Q4 		$13M Buy
425,364
+208
+0% +$6.28K 5.5% 4
2016
Q3 		$12.9M Sell
425,156
-227,848
-35% -$6.91M 5.53% 3
2016
Q2 		$19M Buy
653,004
+11,492
+2% +$333K 8.68% 2
2016
Q1 		$18.6M Sell
641,512
-10,536
-2% -$290K 8.81% 2
2015
Q4 		$18.9M Sell
652,048
-50,968
-7% -$1.48M 9.07% 1
2015
Q3 		$18.9M Sell
703,016
-1,896
-0.3% -$53.9K 8.92% 1
2015
Q2 		$20.2M Buy
704,912
+12,184
+2% +$353K 9.38% 2
2015
Q1 		$19.7M Sell
692,728
-15,848
-2% -$450K 9.37% 3
2014
Q4 		$19.6M Sell
708,576
-5,964
-0.8% -$163K 9.76% 3
2014
Q3 		$18.2M Sell
714,540
-60,032
-8% -$1.6M 9.6% 3
2014
Q2 		$20.4M Sell
774,572
-35,716
-4% -$906K 10.67% 3
2014
Q1 		$20.2M Sell
810,288
-864
-0.1% -$21.3K 10.68% 3
2013
Q4 		$20M Sell
811,152
-26,276
-3% -$619K 11.05% 2
2013
Q3 		$18.7M Sell
837,428
-4,736
-0.6% -$105K 10.78% 2
2013
Q2 		$18.2M Buy
+842,164
New +$17.9M 10.9% 2

Other funds holding IVW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Live Your Vision's IVW Position: Q1 2019 in Review

Live Your Vision increased its iShares S&P 500 Growth ETF (IVW) stake by 7.8% in Q1 2019, buying an estimated $1.29M and bringing the position to 435,004 shares worth $19.4M. The position accounts for 5.87% of the portfolio, ranked #4.

Live Your Vision first reported a position in IVW in Q2 2013 and has held it in 24 quarters since. The position peaked at $20.4M in Q2 2014. 853 funds tracked by Wall St. Rank hold IVW as of Q1 2019.

  • Live Your Vision held 435,004 shares of iShares S&P 500 Growth ETF worth $19.4M as of Q1 2019.
  • Live Your Vision bought 31,412 iShares S&P 500 Growth ETF shares in Q1 2019, an estimated $1.29M.
  • iShares S&P 500 Growth ETF made up 5.87% of Live Your Vision's portfolio in Q1 2019, its #4 holding.
  • Live Your Vision first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 24 quarters since.
  • Live Your Vision's iShares S&P 500 Growth ETF position peaked at $20.4M in Q2 2014.
  • 853 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.