Spring Creek Investment Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Spring Creek Investment 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 Q2	–	Sell	-87,800	Closed	-$3.62M	–	11
2020 Q1	$3.62M	Hold	87,800	–	–	3.46%	6
2019 Q4	$4.25M	Hold	87,800	–	–	5.08%	5
2019 Q3	$3.95M	Sell	87,800 -100,400	-53%	-$4.54M	5%	5
2019 Q2	$8.43M	Hold	188,200	–	–	6.98%	5
2019 Q1	$8.11M	Hold	188,200	–	–	6.93%	5
2018 Q4	$7.09M	Buy	+188,200	New	+$7.62M	6.17%	5

Other funds holding IVW

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

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Spring Creek Investment Management's IVW Position: Q2 2020 in Review

Spring Creek Investment Management sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2020, closing a stake of 87,800 shares — an estimated $3.62M sold.

Spring Creek Investment Management first reported a position in IVW in Q4 2018 and held it in 6 quarters. The position peaked at $8.43M in Q2 2019. 996 funds tracked by Wall St. Rank hold IVW as of Q2 2020.

Spring Creek Investment Management reported no remaining iShares S&P 500 Growth ETF position as of Q2 2020 after selling out during the quarter.
Spring Creek Investment Management sold 87,800 iShares S&P 500 Growth ETF shares in Q2 2020, an estimated $3.62M.
Spring Creek Investment Management first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and held it in 6 quarters.
Spring Creek Investment Management's iShares S&P 500 Growth ETF position peaked at $8.43M in Q2 2019.
996 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2020.

Based on Spring Creek Investment Management's 13F filing for Q2 2020, filed 3 Aug 2020.