Lucia Wealth Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Lucia Wealth Services’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
2020 Q3	–	Sell	-320	Closed	-$17K	–	181
2020 Q2	$17K	Hold	320	–	–	﹤0.01%	168
2020 Q1	$13K	Sell	320 -80	-20%	-$3.78K	﹤0.01%	181
2019 Q4	$19K	Hold	400	–	–	0.01%	169
2019 Q3	$18K	Hold	400	–	–	0.01%	153
2019 Q2	$18K	Hold	400	–	–	0.01%	158
2019 Q1	$17K	Buy	+400	New	+$16.4K	0.01%	175
2018 Q4	–	Sell	-400	Closed	-$18K	–	198
2018 Q3	$18K	Hold	400	–	–	0.01%	199
2018 Q2	$16K	Hold	400	–	–	0.01%	186
2018 Q1	$16K	Buy	+400	New	+$16K	0.01%	175

Other funds holding IVW

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Lucia Wealth Services's IVW Position: Q3 2020 in Review

Lucia Wealth Services sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2020, closing a stake of 320 shares — an estimated $17K sold.

Lucia Wealth Services first reported a position in IVW in Q1 2018 and held it in 9 quarters. The position peaked at $19K in Q4 2019. 1,008 funds tracked by Wall St. Rank hold IVW as of Q3 2020.

Lucia Wealth Services reported no remaining iShares S&P 500 Growth ETF position as of Q3 2020 after selling out during the quarter.
Lucia Wealth Services sold 320 iShares S&P 500 Growth ETF shares in Q3 2020, an estimated $17K.
Lucia Wealth Services first reported a position in iShares S&P 500 Growth ETF in Q1 2018 and held it in 9 quarters.
Lucia Wealth Services's iShares S&P 500 Growth ETF position peaked at $19K in Q4 2019.
1,008 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.