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Olympiad Research’s iShares S&P 500 Growth ETF IVW Stock Holding History

Olympiad Research’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
-26,324
Closed -$1.09M – 345
2020
Q1 		$1.09M Buy
+26,324
New +$1.24M 1.09% 12

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

Olympiad Research's IVW Position: Q2 2020 in Review

Olympiad Research sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2020, closing a stake of 26,324 shares — an estimated $1.09M sold.

Olympiad Research first reported a position in IVW in Q1 2020 and held it in 1 quarter. The position peaked at $1.09M in Q1 2020. 996 funds tracked by Wall St. Rank hold IVW as of Q2 2020.

  • Olympiad Research reported no remaining iShares S&P 500 Growth ETF position as of Q2 2020 after selling out during the quarter.
  • Olympiad Research sold 26,324 iShares S&P 500 Growth ETF shares in Q2 2020, an estimated $1.09M.
  • Olympiad Research first reported a position in iShares S&P 500 Growth ETF in Q1 2020 and held it in 1 quarter.
  • Olympiad Research's iShares S&P 500 Growth ETF position peaked at $1.09M in Q1 2020.
  • 996 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2020.

Based on Olympiad Research's 13F filing for Q2 2020, filed 6 Aug 2020.