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Optimum Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Optimum Investment Advisors’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 		– Sell
-520
Closed -$23K – 981
2019
Q3 		$23K Buy
+520
New +$23.5K 0.01% 656
2019
Q2 		– Sell
-1,220
Closed -$53K – 976
2019
Q1 		$53K Sell
1,220
-80
-6% -$3.28K 0.02% 493
2018
Q4 		$49K Sell
1,300
-1,036
-44% -$41.9K 0.02% 479
2018
Q3 		$103K Buy
2,336
+1,036
+80% +$44.5K 0.03% 394
2018
Q2 		$53K Hold
1,300
– – 0.02% 520
2018
Q1 		$50K Buy
+1,300
New +$51.9K 0.01% 521

Other funds holding IVW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Optimum Investment Advisors's IVW Position: Q4 2019 in Review

Optimum Investment Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2019, closing a stake of 520 shares — an estimated $23K sold.

Optimum Investment Advisors first reported a position in IVW in Q1 2018 and held it in 6 quarters. The position peaked at $103K in Q3 2018. 986 funds tracked by Wall St. Rank hold IVW as of Q4 2019.

  • Optimum Investment Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q4 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 520 iShares S&P 500 Growth ETF shares in Q4 2019, an estimated $23K.
  • Optimum Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2018 and held it in 6 quarters.
  • Optimum Investment Advisors's iShares S&P 500 Growth ETF position peaked at $103K in Q3 2018.
  • 986 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2019.

Based on Optimum Investment Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.