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MYCIO Wealth Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

MYCIO Wealth Partners’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
Q1 		– Sell
-14,812
Closed -$717K – 215
2019
Q4 		$717K Buy
14,812
+96
+0.7% +$4.45K 0.05% 158
2019
Q3 		$662K Hold
14,716
– – 0.05% 148
2019
Q2 		$659K Sell
14,716
-4,956
-25% -$218K 0.05% 145
2019
Q1 		$848K Sell
19,672
-4
-0% -$164 0.07% 118
2018
Q4 		$741K Sell
19,676
-656
-3% -$26.5K 0.07% 125
2018
Q3 		$901K Buy
20,332
+4,292
+27% +$184K 0.09% 102
2018
Q2 		$652K Buy
16,040
+1,452
+10% +$58.3K 0.07% 129
2018
Q1 		$565K Buy
14,588
+32
+0.2% +$1.28K 0.06% 124
2017
Q4 		$556K Buy
14,556
+68
+0.5% +$2.54K 0.06% 127
2017
Q3 		$519K Buy
14,488
+36
+0.2% +$1.27K 0.06% 134
2017
Q2 		$494K Hold
14,452
– – 0.06% 129
2017
Q1 		$475K Buy
14,452
+4,820
+50% +$155K 0.06% 137
2016
Q4 		$293K Buy
9,632
+7,212
+298% +$218K 0.04% 164
2016
Q3 		$74K Hold
2,420
– – 0.01% 291
2016
Q2 		$71K Buy
2,420
+12
+0.5% +$348 0.01% 294
2016
Q1 		$70K Sell
2,408
-164
-6% -$4.51K 0.01% 278
2015
Q4 		$74K Buy
2,572
+12
+0.5% +$349 0.01% 249
2015
Q3 		$69K Buy
2,560
+8
+0.3% +$227 0.01% 257
2015
Q2 		$73K Sell
2,552
-236
-8% -$6.84K 0.01% 255
2015
Q1 		$79K Buy
2,788
+12
+0.4% +$341 0.02% 238
2014
Q4 		$77K Buy
2,776
+8
+0.3% +$219 0.02% 225
2014
Q3 		$74K Buy
2,768
+12
+0.4% +$320 0.02% 215
2014
Q2 		$72K Sell
2,756
-72
-3% -$1.83K 0.02% 234
2014
Q1 		$71K Hold
2,828
– – 0.02% 224
2013
Q4 		$70K Buy
2,828
+24
+0.9% +$566 0.02% 220
2013
Q3 		$63K Buy
2,804
+12
+0.4% +$265 0.02% 213
2013
Q2 		$59K Buy
+2,792
New +$59.2K 0.02% 214

Other funds holding IVW

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

MYCIO Wealth Partners's IVW Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2020, closing a stake of 14,812 shares — an estimated $717K sold.

MYCIO Wealth Partners first reported a position in IVW in Q2 2013 and held it in 27 quarters. The position peaked at $901K in Q3 2018. 941 funds tracked by Wall St. Rank hold IVW as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining iShares S&P 500 Growth ETF position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 14,812 iShares S&P 500 Growth ETF shares in Q1 2020, an estimated $717K.
  • MYCIO Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and held it in 27 quarters.
  • MYCIO Wealth Partners's iShares S&P 500 Growth ETF position peaked at $901K in Q3 2018.
  • 941 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.