Shepherd Financial Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Shepherd Financial Partners’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	–	Sell	-5,848	Closed	-$238K	–	132
2018 Q3	$238K	Hold	5,848	–	–	0.05%	113
2018 Q2	$239K	Buy	+5,848	New	+$235K	0.05%	112

Other funds holding IVW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Shepherd Financial Partners's IVW Position: Q4 2018 in Review

Shepherd Financial Partners sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2018, closing a stake of 5,848 shares — an estimated $238K sold.

Shepherd Financial Partners first reported a position in IVW in Q2 2018 and held it in 2 quarters. The position peaked at $239K in Q2 2018. 826 funds tracked by Wall St. Rank hold IVW as of Q4 2018.

Shepherd Financial Partners reported no remaining iShares S&P 500 Growth ETF position as of Q4 2018 after selling out during the quarter.
Shepherd Financial Partners sold 5,848 iShares S&P 500 Growth ETF shares in Q4 2018, an estimated $238K.
Shepherd Financial Partners first reported a position in iShares S&P 500 Growth ETF in Q2 2018 and held it in 2 quarters.
Shepherd Financial Partners's iShares S&P 500 Growth ETF position peaked at $239K in Q2 2018.
826 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2018.

Based on Shepherd Financial Partners's 13F filing for Q4 2018, filed 7 Feb 2019.