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

Patten 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
2019 Q1	–	Sell	-1,868	Closed	-$70K	–	374
2018 Q4	$70K	Hold	1,868	–	–	0.03%	251
2018 Q3	$83K	Hold	1,868	–	–	0.03%	269
2018 Q2	$76K	Sell	1,868 -1,600	-46%	-$64.3K	0.03%	274
2018 Q1	$134K	Hold	3,468	–	–	0.06%	217
2017 Q4	$132K	Hold	3,468	–	–	0.05%	222
2017 Q3	$124K	Hold	3,468	–	–	0.05%	235
2017 Q2	$122K	Hold	3,468	–	–	0.05%	238
2017 Q1	$114K	Hold	3,468	–	–	0.05%	227
2016 Q4	$110K	Hold	3,468	–	–	0.05%	234
2016 Q3	$104K	Sell	3,468 -200	-5%	-$6.06K	0.05%	237
2016 Q2	$107K	Hold	3,668	–	–	0.05%	229
2016 Q1	$106K	Hold	3,668	–	–	0.05%	227
2015 Q4	$106K	Hold	3,668	–	–	0.05%	229
2015 Q3	$98.9K	Hold	3,668	–	–	0.05%	230
2015 Q2	$104K	Buy	+3,668	New	+$106K	0.05%	234
2015 Q1	–	Sell	-3,668	Closed	-$103K	–	209
2014 Q4	$103K	Buy	+3,668	New	+$100K	0.05%	185

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Patten Group's IVW Position: Q1 2019 in Review

Patten Group sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2019, closing a stake of 1,868 shares — an estimated $70K sold.

Patten Group first reported a position in IVW in Q4 2014 and held it in 16 quarters. The position peaked at $134K in Q1 2018. 853 funds tracked by Wall St. Rank hold IVW as of Q1 2019.

Patten Group reported no remaining iShares S&P 500 Growth ETF position as of Q1 2019 after selling out during the quarter.
Patten Group sold 1,868 iShares S&P 500 Growth ETF shares in Q1 2019, an estimated $70K.
Patten Group first reported a position in iShares S&P 500 Growth ETF in Q4 2014 and held it in 16 quarters.
Patten Group's iShares S&P 500 Growth ETF position peaked at $134K in Q1 2018.
853 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.