MacGuire Cheswick & Tuttle Investment Counsel’s iShares S&P 500 Growth ETF IVW Stock Holding History

MacGuire Cheswick & Tuttle Investment Counsel’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	–	Hold	0	–	–	–	72
2018 Q3	–	Hold	0	–	–	–	75
2018 Q2	–	Hold	0	–	–	–	75
2018 Q1	–	Hold	0	–	–	–	81
2017 Q4	–	Hold	0	–	–	–	76
2017 Q3	–	Hold	0	–	–	–	78
2017 Q2	–	Hold	0	–	–	–	74
2017 Q1	–	Hold	0	–	–	–	72
2016 Q4	–	Hold	0	–	–	–	71
2016 Q3	–	Hold	0	–	–	–	68
2016 Q2	–	Hold	0	–	–	–	65
2016 Q1	–	Hold	0	–	–	–	63
2015 Q4	–	Hold	0	–	–	–	68
2015 Q3	–	Hold	0	–	–	–	71
2015 Q2	–	Hold	0	–	–	–	73
2015 Q1	–	Hold	0	–	–	–	74
2014 Q4	–	Hold	0	–	–	–	75
2014 Q3	–	Hold	0	–	–	–	74
2014 Q2	–	Hold	0	–	–	–	72
2014 Q1	–	Hold	0	–	–	–	68
2013 Q4	–	Hold	0	–	–	–	80
2013 Q3	–	Sell	-14,556	Closed	-$321K	–	79
2013 Q2	$306K	Buy	+14,556	New	+$309K	0.09%	79

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

MacGuire Cheswick & Tuttle Investment Counsel's IVW Position: Q4 2018 in Review

MacGuire Cheswick & Tuttle Investment Counsel held its iShares S&P 500 Growth ETF (IVW) position steady in Q4 2018 at 0 shares worth $399K. The position accounts for 0.08% of the portfolio, ranked #72.

MacGuire Cheswick & Tuttle Investment Counsel first reported a position in IVW in Q2 2013 and has held it in 1 quarter since. The position peaked at $306K in Q2 2013. 826 funds tracked by Wall St. Rank hold IVW as of Q4 2018.

MacGuire Cheswick & Tuttle Investment Counsel held 0 shares of iShares S&P 500 Growth ETF worth $399K as of Q4 2018.
MacGuire Cheswick & Tuttle Investment Counsel left its iShares S&P 500 Growth ETF share count unchanged in Q4 2018.
iShares S&P 500 Growth ETF made up 0.08% of MacGuire Cheswick & Tuttle Investment Counsel's portfolio in Q4 2018, its #72 holding.
MacGuire Cheswick & Tuttle Investment Counsel first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 1 quarter since.
MacGuire Cheswick & Tuttle Investment Counsel's iShares S&P 500 Growth ETF position peaked at $306K in Q2 2013.
826 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2018.

Based on MacGuire Cheswick & Tuttle Investment Counsel's 13F filing for Q4 2018, filed 11 Feb 2019.