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Roof Eidam Maycock Peralta (REMP)’s iShares S&P 500 Growth ETF IVW Stock Holding History

Roof Eidam Maycock Peralta (REMP)’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
Q4 		– Sell
-2,064
Closed -$93K – 116
2019
Q3 		$93K Buy
+2,064
New +$93.4K 0.04% 107

Other funds holding IVW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Roof Eidam Maycock Peralta (REMP)'s IVW Position: Q4 2019 in Review

Roof Eidam Maycock Peralta (REMP) sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2019, closing a stake of 2,064 shares — an estimated $93K sold.

Roof Eidam Maycock Peralta (REMP) first reported a position in IVW in Q3 2019 and held it in 1 quarter. The position peaked at $93K in Q3 2019. 985 funds tracked by Wall St. Rank hold IVW as of Q4 2019.

  • Roof Eidam Maycock Peralta (REMP) reported no remaining iShares S&P 500 Growth ETF position as of Q4 2019 after selling out during the quarter.
  • Roof Eidam Maycock Peralta (REMP) sold 2,064 iShares S&P 500 Growth ETF shares in Q4 2019, an estimated $93K.
  • Roof Eidam Maycock Peralta (REMP) first reported a position in iShares S&P 500 Growth ETF in Q3 2019 and held it in 1 quarter.
  • Roof Eidam Maycock Peralta (REMP)'s iShares S&P 500 Growth ETF position peaked at $93K in Q3 2019.
  • 985 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2019.

Based on Roof Eidam Maycock Peralta (REMP)'s 13F filing for Q4 2019, filed 17 Jan 2020.