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

Requisite 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
2019
Q1 		– Sell
-12,724
Closed -$479K – 218
2018
Q4 		$479K Buy
+12,724
New +$515K 0.19% 34

Other funds holding IVW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Requisite Capital Management's IVW Position: Q1 2019 in Review

Requisite Capital Management sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2019, closing a stake of 12,724 shares — an estimated $479K sold.

Requisite Capital Management first reported a position in IVW in Q4 2018 and held it in 1 quarter. The position peaked at $479K in Q4 2018. 853 funds tracked by Wall St. Rank hold IVW as of Q1 2019.

  • Requisite Capital Management reported no remaining iShares S&P 500 Growth ETF position as of Q1 2019 after selling out during the quarter.
  • Requisite Capital Management sold 12,724 iShares S&P 500 Growth ETF shares in Q1 2019, an estimated $479K.
  • Requisite Capital Management first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and held it in 1 quarter.
  • Requisite Capital Management's iShares S&P 500 Growth ETF position peaked at $479K in Q4 2018.
  • 853 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2019.

Based on Requisite Capital Management's 13F filing for Q1 2019, filed 15 May 2019.