Omnia Family Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Omnia Family Wealth’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
2019 Q2	–	Sell	-996	Closed	-$43K	–	310
2019 Q1	$43K	Hold	996	–	–	0.02%	170
2018 Q4	$38K	Hold	996	–	–	0.02%	166
2018 Q3	$44K	Hold	996	–	–	0.02%	162
2018 Q2	$41K	Hold	996	–	–	0.02%	163
2018 Q1	$39K	Hold	996	–	–	0.02%	162
2017 Q4	$38K	Hold	996	–	–	0.02%	174
2017 Q3	$36K	Hold	996	–	–	0.02%	170
2017 Q2	$34K	Hold	996	–	–	0.02%	178
2017 Q1	$33K	Buy	+996	New	+$32K	0.02%	182

Other funds holding IVW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Omnia Family Wealth's IVW Position: Q2 2019 in Review

Omnia Family Wealth sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2019, closing a stake of 996 shares — an estimated $43K sold.

Omnia Family Wealth first reported a position in IVW in Q1 2017 and held it in 9 quarters. The position peaked at $44K in Q3 2018. 870 funds tracked by Wall St. Rank hold IVW as of Q2 2019.

Omnia Family Wealth reported no remaining iShares S&P 500 Growth ETF position as of Q2 2019 after selling out during the quarter.
Omnia Family Wealth sold 996 iShares S&P 500 Growth ETF shares in Q2 2019, an estimated $43K.
Omnia Family Wealth first reported a position in iShares S&P 500 Growth ETF in Q1 2017 and held it in 9 quarters.
Omnia Family Wealth's iShares S&P 500 Growth ETF position peaked at $44K in Q3 2018.
870 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.