NWK Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

NWK 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	-556	Closed	-$23K	–	260
2020 Q1	$23K	Hold	556	–	–	0.02%	114
2019 Q4	$27K	Buy	+556	New	+$25.8K	0.02%	132

Other funds holding IVW

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NWK Group's IVW Position: Q2 2020 in Review

NWK Group sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2020, closing a stake of 556 shares — an estimated $23K sold.

NWK Group first reported a position in IVW in Q4 2019 and held it in 2 quarters. The position peaked at $27K in Q4 2019. 996 funds tracked by Wall St. Rank hold IVW as of Q2 2020.

NWK Group reported no remaining iShares S&P 500 Growth ETF position as of Q2 2020 after selling out during the quarter.
NWK Group sold 556 iShares S&P 500 Growth ETF shares in Q2 2020, an estimated $23K.
NWK Group first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and held it in 2 quarters.
NWK Group's iShares S&P 500 Growth ETF position peaked at $27K in Q4 2019.
996 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2020.

Based on NWK Group's 13F filing for Q2 2020, filed 13 Aug 2020.