OptiFour Integrated Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

OptiFour Integrated Wealth Management’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 Q4	$525K	Hold	10,844	–	–	0.36%	38
2019 Q3	$488K	Hold	10,844	–	–	0.35%	39
2019 Q2	$486K	Hold	10,844	–	–	0.34%	42
2019 Q1	$467K	Hold	10,844	–	–	0.38%	29
2018 Q4	$408K	Hold	10,844	–	–	0.37%	28
2018 Q3	$480K	Hold	10,844	–	–	0.4%	33
2018 Q2	$441K	Sell	10,844 -948	-8%	-$38.1K	0.38%	33
2018 Q1	$457K	Hold	11,792	–	–	0.38%	36
2017 Q4	$450K	Buy	+11,792	New	+$441K	0.38%	37

Other funds holding IVW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

OptiFour Integrated Wealth Management's IVW Position: Q4 2019 in Review

OptiFour Integrated Wealth Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q4 2019 at 10,844 shares worth $525K. The position accounts for 0.36% of the portfolio, ranked #38.

OptiFour Integrated Wealth Management first reported a position in IVW in Q4 2017 and has held it in 9 quarters since. 985 funds tracked by Wall St. Rank hold IVW as of Q4 2019.

OptiFour Integrated Wealth Management held 10,844 shares of iShares S&P 500 Growth ETF worth $525K as of Q4 2019.
OptiFour Integrated Wealth Management left its iShares S&P 500 Growth ETF share count unchanged in Q4 2019.
iShares S&P 500 Growth ETF made up 0.36% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #38 holding.
OptiFour Integrated Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 9 quarters since.
985 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.