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Secrest Blakey & Associates’s iShares S&P 500 Growth ETF IVW Stock Holding History

Secrest Blakey & Associates’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
-408
Closed -$18K – 90
2019
Q3 		$18K Hold
408
– – 0.01% 117
2019
Q2 		$18K Hold
408
– – 0.02% 113
2019
Q1 		$18K Buy
+408
New +$16.7K 0.02% 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

Secrest Blakey & Associates's IVW Position: Q4 2019 in Review

Secrest Blakey & Associates sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2019, closing a stake of 408 shares — an estimated $18K sold.

Secrest Blakey & Associates first reported a position in IVW in Q1 2019 and held it in 3 quarters. The position peaked at $18K in Q3 2019. 985 funds tracked by Wall St. Rank hold IVW as of Q4 2019.

  • Secrest Blakey & Associates reported no remaining iShares S&P 500 Growth ETF position as of Q4 2019 after selling out during the quarter.
  • Secrest Blakey & Associates sold 408 iShares S&P 500 Growth ETF shares in Q4 2019, an estimated $18K.
  • Secrest Blakey & Associates first reported a position in iShares S&P 500 Growth ETF in Q1 2019 and held it in 3 quarters.
  • Secrest Blakey & Associates's iShares S&P 500 Growth ETF position peaked at $18K in Q3 2019.
  • 985 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2019.

Based on Secrest Blakey & Associates's 13F filing for Q4 2019, filed 5 Feb 2020.