Private Vista’s iShares S&P 500 Growth ETF IVW Stock Holding History

Private Vista’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 Q2	$1.77M	Sell	34,232 -256	-0.7%	-$12.3K	0.86%	24
2020 Q1	$1.42M	Sell	34,488 -28	-0.1%	-$1.32K	0.54%	37
2019 Q4	$1.67M	Hold	34,516	–	–	0.45%	30
2019 Q3	$1.56M	Hold	34,516	–	–	0.41%	33
2019 Q2	$1.54M	Sell	34,516 -9,560	-22%	-$420K	0.39%	37
2019 Q1	$1.9M	Hold	44,076	–	–	0.47%	31
2018 Q4	$1.66M	Buy	+44,076	New	+$1.78M	0.39%	36

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

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

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

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

Private Vista's IVW Position: Q2 2020 in Review

Private Vista reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.74% in Q2 2020, selling an estimated $12.3K and leaving 34,232 shares worth $1.77M. The position accounts for 0.86% of the portfolio, ranked #24.

Private Vista first reported a position in IVW in Q4 2018 and has held it in 7 quarters since. The position peaked at $1.9M in Q1 2019. 996 funds tracked by Wall St. Rank hold IVW as of Q2 2020.

Private Vista held 34,232 shares of iShares S&P 500 Growth ETF worth $1.77M as of Q2 2020.
Private Vista sold 256 iShares S&P 500 Growth ETF shares in Q2 2020, an estimated $12.3K.
iShares S&P 500 Growth ETF made up 0.86% of Private Vista's portfolio in Q2 2020, its #24 holding.
Private Vista first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 7 quarters since.
Private Vista's iShares S&P 500 Growth ETF position peaked at $1.9M in Q1 2019.
996 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2020.

Based on Private Vista's 13F filing for Q2 2020, filed 31 Jul 2020.