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RiverGlades Family Offices’s iShares S&P 500 Growth ETF IVW Stock Holding History

RiverGlades Family Offices’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
-43,080
Closed -$1.62M – 73
2018
Q4 		$1.62M Buy
+43,080
New +$1.74M 1.37% 27

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 $424B AUM 22.96% 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 $445B AUM 25.58% 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 $202B AUM 37.79% 1-Year Est. Return

RiverGlades Family Offices's IVW Position: Q1 2019 in Review

RiverGlades Family Offices sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2019, closing a stake of 43,080 shares — an estimated $1.62M sold.

RiverGlades Family Offices first reported a position in IVW in Q4 2018 and held it in 1 quarter. The position peaked at $1.62M in Q4 2018. 853 funds tracked by Wall St. Rank hold IVW as of Q1 2019.

  • RiverGlades Family Offices reported no remaining iShares S&P 500 Growth ETF position as of Q1 2019 after selling out during the quarter.
  • RiverGlades Family Offices sold 43,080 iShares S&P 500 Growth ETF shares in Q1 2019, an estimated $1.62M.
  • RiverGlades Family Offices first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and held it in 1 quarter.
  • RiverGlades Family Offices's iShares S&P 500 Growth ETF position peaked at $1.62M in Q4 2018.
  • 853 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2019.

Based on RiverGlades Family Offices's 13F filing for Q1 2019, filed 10 May 2019.