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New England Investment & Retirement Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

New England Investment & Retirement Group’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
-3,308
Closed -$136K – 144
2020
Q1 		$136K Sell
3,308
-408,176
-99% -$19.3M 0.06% 58
2019
Q4 		$19.9M Buy
411,484
+4,232
+1% +$196K 6.84% 4
2019
Q3 		$18.3M Sell
407,252
-153,528
-27% -$6.94M 7.65% 4
2019
Q2 		$25.1M Buy
560,780
+215,004
+62% +$9.46M 10.18% 2
2019
Q1 		$14.9M Buy
345,776
+339,060
+5,049% +$13.9M 6.8% 4
2018
Q4 		$253K Buy
6,716
+136
+2% +$5.5K 0.15% 42
2018
Q3 		$291K Buy
6,580
+440
+7% +$18.9K 0.19% 45
2018
Q2 		$250K Sell
6,140
-7,704
-56% -$309K 0.17% 46
2018
Q1 		$537K Buy
13,844
+1,696
+14% +$67.7K 0.29% 37
2017
Q4 		$464K Buy
12,148
+1,524
+14% +$56.9K 0.24% 39
2017
Q3 		$381K Buy
10,624
+1,744
+20% +$61.4K 0.21% 41
2017
Q2 		$304K Buy
+8,880
New +$301K 0.18% 41

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

New England Investment & Retirement Group's IVW Position: Q2 2020 in Review

New England Investment & Retirement Group sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2020, closing a stake of 3,308 shares — an estimated $136K sold.

New England Investment & Retirement Group first reported a position in IVW in Q2 2017 and held it in 12 quarters. The position peaked at $25.1M in Q2 2019. 996 funds tracked by Wall St. Rank hold IVW as of Q2 2020.

  • New England Investment & Retirement Group reported no remaining iShares S&P 500 Growth ETF position as of Q2 2020 after selling out during the quarter.
  • New England Investment & Retirement Group sold 3,308 iShares S&P 500 Growth ETF shares in Q2 2020, an estimated $136K.
  • New England Investment & Retirement Group first reported a position in iShares S&P 500 Growth ETF in Q2 2017 and held it in 12 quarters.
  • New England Investment & Retirement Group's iShares S&P 500 Growth ETF position peaked at $25.1M in Q2 2019.
  • 996 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2020.

Based on New England Investment & Retirement Group's 13F filing for Q2 2020, filed 3 Aug 2020.