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

OmniStar Financial 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	-972	Closed	-$40K	–	219
2020 Q1	$40K	Buy	+972	New	+$46K	0.04%	146
2018 Q4	–	Sell	-5,120	Closed	-$227K	–	122
2018 Q3	$227K	Sell	5,120 -32	-0.6%	-$1.38K	0.17%	131
2018 Q2	$209K	Buy	+5,152	New	+$207K	0.2%	97

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

OmniStar Financial Group's IVW Position: Q2 2020 in Review

OmniStar Financial Group sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2020, closing a stake of 972 shares — an estimated $40K sold.

OmniStar Financial Group first reported a position in IVW in Q2 2018 and held it in 3 quarters. The position peaked at $227K in Q3 2018. 996 funds tracked by Wall St. Rank hold IVW as of Q2 2020.

OmniStar Financial Group reported no remaining iShares S&P 500 Growth ETF position as of Q2 2020 after selling out during the quarter.
OmniStar Financial Group sold 972 iShares S&P 500 Growth ETF shares in Q2 2020, an estimated $40K.
OmniStar Financial Group first reported a position in iShares S&P 500 Growth ETF in Q2 2018 and held it in 3 quarters.
OmniStar Financial Group's iShares S&P 500 Growth ETF position peaked at $227K in Q3 2018.
996 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2020.

Based on OmniStar Financial Group's 13F filing for Q2 2020, filed 6 Jul 2020.