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

Risk Paradigm 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
2018 Q4	$143K	Hold	3,804	–	–	0.35%	49
2018 Q3	$168K	Hold	3,804	–	–	0.33%	50
2018 Q2	$155K	Sell	3,804 -7,760	-67%	-$312K	0.3%	49
2018 Q1	$448K	Sell	11,564 -176	-1%	-$7.02K	0.57%	55
2017 Q4	$448K	Sell	11,740 -1,048	-8%	-$39.2K	0.48%	64
2017 Q3	$459K	Sell	12,788 -1,980	-13%	-$69.7K	0.56%	53
2017 Q2	$505K	Hold	14,768	–	–	0.59%	50
2017 Q1	$486K	Sell	14,768 -6,008	-29%	-$193K	0.55%	56
2016 Q4	$633K	Sell	20,776 -6,132	-23%	-$185K	0.7%	55
2016 Q3	$818K	Sell	26,908 -1,160	-4%	-$35.2K	0.61%	34
2016 Q2	$818K	Buy	+28,068	New	+$815K	1.11%	38
2016 Q1	–	Sell	-94,116	Closed	-$2.72M	–	237
2015 Q4	$2.72M	Buy	94,116 +93,908	+45,148%	+$2.73M	3.22%	5
2015 Q3	$5.61K	Sell	208 -86,436	-100%	-$2.46M	0.01%	262
2015 Q2	$2.47M	Sell	86,644 -1,336	-2%	-$38.7K	2.35%	15
2015 Q1	$2.51M	Buy	+87,980	New	+$2.5M	2.45%	14

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 22.96% 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

Risk Paradigm Group's IVW Position: Q4 2018 in Review

Risk Paradigm Group held its iShares S&P 500 Growth ETF (IVW) position steady in Q4 2018 at 3,804 shares worth $143K. The position accounts for 0.35% of the portfolio, ranked #49.

Risk Paradigm Group first reported a position in IVW in Q1 2015 and has held it in 15 quarters since. The position peaked at $2.72M in Q4 2015. 826 funds tracked by Wall St. Rank hold IVW as of Q4 2018.

Risk Paradigm Group held 3,804 shares of iShares S&P 500 Growth ETF worth $143K as of Q4 2018.
Risk Paradigm Group left its iShares S&P 500 Growth ETF share count unchanged in Q4 2018.
iShares S&P 500 Growth ETF made up 0.35% of Risk Paradigm Group's portfolio in Q4 2018, its #49 holding.
Risk Paradigm Group first reported a position in iShares S&P 500 Growth ETF in Q1 2015 and has held it in 15 quarters since.
Risk Paradigm Group's iShares S&P 500 Growth ETF position peaked at $2.72M in Q4 2015.
826 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2018.

Based on Risk Paradigm Group's 13F filing for Q4 2018, filed 14 Feb 2019.