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MBE Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

MBE Wealth 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
2020
Q2 		– Sell
-1,072
Closed -$44K – 281
2020
Q1 		$44K Buy
+1,072
New +$50.7K 0.04% 134

Other funds holding IVW

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MBE Wealth Management's IVW Position: Q2 2020 in Review

MBE Wealth Management sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2020, closing a stake of 1,072 shares — an estimated $44K sold.

MBE Wealth Management first reported a position in IVW in Q1 2020 and held it in 1 quarter. The position peaked at $44K in Q1 2020. 996 funds tracked by Wall St. Rank hold IVW as of Q2 2020.

  • MBE Wealth Management reported no remaining iShares S&P 500 Growth ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 1,072 iShares S&P 500 Growth ETF shares in Q2 2020, an estimated $44K.
  • MBE Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's iShares S&P 500 Growth ETF position peaked at $44K in Q1 2020.
  • 996 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.