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Lockheed Martin Investment Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Lockheed Martin Investment Management’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
Q3 		– Sell
-453,876
Closed -$20.3M – 89
2019
Q2 		$20.3M Buy
453,876
+47,200
+12% +$2.08M 0.92% 19
2019
Q1 		$17.5M Hold
406,676
– – 0.8% 24
2018
Q4 		$15.3M Buy
406,676
+91,600
+29% +$3.71M 0.72% 28
2018
Q3 		$14M Sell
315,076
-69,600
-18% -$2.99M 0.6% 31
2018
Q2 		$15.6M Sell
384,676
-87,600
-19% -$3.52M 0.74% 33
2018
Q1 		$18.3M Sell
472,276
-48,800
-9% -$1.95M 0.76% 28
2017
Q4 		$19.9M Sell
521,076
-15,640
-3% -$584K 0.92% 24
2017
Q3 		$19.2M Sell
536,716
-51,100
-9% -$1.8M 1.02% 22
2017
Q2 		$20.1M Hold
587,816
– – 1.1% 20
2017
Q1 		$19.3M Buy
587,816
+448,304
+321% +$14.4M 1.1% 21
2016
Q4 		$4.25M Buy
139,512
+74,564
+115% +$2.25M 0.36% 40
2016
Q3 		$1.98M Buy
64,948
+7,164
+12% +$217K 0.17% 75
2016
Q2 		$1.68M Buy
+57,784
New +$1.68M 0.17% 77

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

Lockheed Martin Investment Management's IVW Position: Q3 2019 in Review

Lockheed Martin Investment Management sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2019, closing a stake of 453,876 shares — an estimated $20.3M sold.

Lockheed Martin Investment Management first reported a position in IVW in Q2 2016 and held it in 13 quarters. The position peaked at $20.3M in Q2 2019. 866 funds tracked by Wall St. Rank hold IVW as of Q3 2019.

  • Lockheed Martin Investment Management reported no remaining iShares S&P 500 Growth ETF position as of Q3 2019 after selling out during the quarter.
  • Lockheed Martin Investment Management sold 453,876 iShares S&P 500 Growth ETF shares in Q3 2019, an estimated $20.3M.
  • Lockheed Martin Investment Management first reported a position in iShares S&P 500 Growth ETF in Q2 2016 and held it in 13 quarters.
  • Lockheed Martin Investment Management's iShares S&P 500 Growth ETF position peaked at $20.3M in Q2 2019.
  • 866 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2019.

Based on Lockheed Martin Investment Management's 13F filing for Q3 2019, filed 14 Nov 2019.