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Noesis Capital Mangement’s iShares S&P 500 Growth ETF IVW Stock Holding History

Noesis Capital Mangement’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 		– Sell
-4,524
Closed -$200K – 89
2018
Q3 		$200K Buy
+4,524
New +$194K 0.07% 90

Other funds holding IVW

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Noesis Capital Mangement's IVW Position: Q4 2018 in Review

Noesis Capital Mangement sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2018, closing a stake of 4,524 shares — an estimated $200K sold.

Noesis Capital Mangement first reported a position in IVW in Q3 2018 and held it in 1 quarter. The position peaked at $200K in Q3 2018. 826 funds tracked by Wall St. Rank hold IVW as of Q4 2018.

  • Noesis Capital Mangement reported no remaining iShares S&P 500 Growth ETF position as of Q4 2018 after selling out during the quarter.
  • Noesis Capital Mangement sold 4,524 iShares S&P 500 Growth ETF shares in Q4 2018, an estimated $200K.
  • Noesis Capital Mangement first reported a position in iShares S&P 500 Growth ETF in Q3 2018 and held it in 1 quarter.
  • Noesis Capital Mangement's iShares S&P 500 Growth ETF position peaked at $200K in Q3 2018.
  • 826 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2018.

Based on Noesis Capital Mangement's 13F filing for Q4 2018, filed 8 Feb 2019.