Peak Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Peak Capital 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
2018 Q4	–	Sell	-684	Closed	-$28K	–	52
2018 Q3	$28K	Buy	684 +4	+0.6%	+$172	0.02%	43
2018 Q2	$28K	Hold	680	–	–	0.02%	102
2018 Q1	$26K	Buy	+680	New	+$27.1K	0.02%	39

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

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

Peak Capital Management's IVW Position: Q4 2018 in Review

Peak Capital Management sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2018, closing a stake of 684 shares — an estimated $28K sold.

Peak Capital Management first reported a position in IVW in Q1 2018 and held it in 3 quarters. The position peaked at $28K in Q3 2018. 826 funds tracked by Wall St. Rank hold IVW as of Q4 2018.

Peak Capital Management reported no remaining iShares S&P 500 Growth ETF position as of Q4 2018 after selling out during the quarter.
Peak Capital Management sold 684 iShares S&P 500 Growth ETF shares in Q4 2018, an estimated $28K.
Peak Capital Management first reported a position in iShares S&P 500 Growth ETF in Q1 2018 and held it in 3 quarters.
Peak Capital Management's iShares S&P 500 Growth ETF position peaked at $28K in Q3 2018.
826 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2018.

Based on Peak Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.