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Silicon Hills Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Silicon Hills Wealth Management’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
-32
Closed -$331 – 180
2019
Q4 		$331 Buy
+32
New +$1.48K 0.25% 66

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Bank of America
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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

Silicon Hills Wealth Management's IVW Position: Q1 2020 in Review

Silicon Hills Wealth Management sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2020, closing a stake of 32 shares — an estimated $331 sold.

Silicon Hills Wealth Management first reported a position in IVW in Q4 2019 and held it in 1 quarter. The position peaked at $331 in Q4 2019. 941 funds tracked by Wall St. Rank hold IVW as of Q1 2020.

  • Silicon Hills Wealth Management reported no remaining iShares S&P 500 Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Silicon Hills Wealth Management sold 32 iShares S&P 500 Growth ETF shares in Q1 2020, an estimated $331.
  • Silicon Hills Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and held it in 1 quarter.
  • Silicon Hills Wealth Management's iShares S&P 500 Growth ETF position peaked at $331 in Q4 2019.
  • 941 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2020.

Based on Silicon Hills Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.