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Shorepoint Capital Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Shorepoint Capital 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
2020
Q1 		– Sell
-36,800
Closed -$1.78M – 87
2019
Q4 		$1.78M Buy
36,800
+1,732
+5% +$80.3K 1.02% 41
2019
Q3 		$1.58M Buy
35,068
+1,680
+5% +$76K 0.93% 45
2019
Q2 		$1.5M Sell
33,388
-1,136
-3% -$50K 0.85% 49
2019
Q1 		$1.49M Buy
+34,524
New +$1.41M 0.84% 48

Other funds holding IVW

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

Shorepoint Capital Partners's IVW Position: Q1 2020 in Review

Shorepoint Capital Partners sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2020, closing a stake of 36,800 shares — an estimated $1.78M sold.

Shorepoint Capital Partners first reported a position in IVW in Q1 2019 and held it in 4 quarters. The position peaked at $1.78M in Q4 2019. 941 funds tracked by Wall St. Rank hold IVW as of Q1 2020.

  • Shorepoint Capital Partners reported no remaining iShares S&P 500 Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Shorepoint Capital Partners sold 36,800 iShares S&P 500 Growth ETF shares in Q1 2020, an estimated $1.78M.
  • Shorepoint Capital Partners first reported a position in iShares S&P 500 Growth ETF in Q1 2019 and held it in 4 quarters.
  • Shorepoint Capital Partners's iShares S&P 500 Growth ETF position peaked at $1.78M in Q4 2019.
  • 941 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2020.

Based on Shorepoint Capital Partners's 13F filing for Q1 2020, filed 14 May 2020.