Prestige Wealth Management Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Prestige Wealth Management 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 Q3	–	Sell	-356	Closed	-$18K	–	902
2020 Q2	$18K	Hold	356	–	–	0.01%	348
2020 Q1	$15K	Sell	356 -76	-18%	-$3.59K	0.01%	323
2019 Q4	$21K	Sell	432 -4	-0.9%	-$185	0.01%	293
2019 Q3	$20K	Hold	436	–	–	0.01%	278
2019 Q2	$20K	Sell	436 -48	-10%	-$2.11K	0.01%	275
2019 Q1	$21K	Hold	484	–	–	0.01%	272
2018 Q4	$18K	Buy	+484	New	+$19.6K	0.01%	326

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Prestige Wealth Management Group's IVW Position: Q3 2020 in Review

Prestige Wealth Management Group sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2020, closing a stake of 356 shares — an estimated $18K sold.

Prestige Wealth Management Group first reported a position in IVW in Q4 2018 and held it in 7 quarters. The position peaked at $21K in Q4 2019. 1,008 funds tracked by Wall St. Rank hold IVW as of Q3 2020.

Prestige Wealth Management Group reported no remaining iShares S&P 500 Growth ETF position as of Q3 2020 after selling out during the quarter.
Prestige Wealth Management Group sold 356 iShares S&P 500 Growth ETF shares in Q3 2020, an estimated $18K.
Prestige Wealth Management Group first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and held it in 7 quarters.
Prestige Wealth Management Group's iShares S&P 500 Growth ETF position peaked at $21K in Q4 2019.
1,008 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2020.

Based on Prestige Wealth Management Group's 13F filing for Q3 2020, filed 26 Oct 2020.