Squar Milner Financial Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Squar Milner Financial Services’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 Q3	–	Sell	-3,956	Closed	-$205K	–	94
2020 Q2	$205K	Hold	3,956	–	–	0.12%	201
2020 Q1	$163K	Sell	3,956 -3,176	-45%	-$150K	0.1%	195
2019 Q4	$345K	Buy	7,132 +3,176	+80%	+$147K	0.17%	124
2019 Q3	$229K	Sell	3,956 -2,328	-37%	-$105K	0.12%	189
2019 Q2	$282K	Hold	6,284	–	–	0.19%	125
2019 Q1	$270K	Hold	6,284	–	–	0.2%	119
2018 Q4	$237K	Hold	6,284	–	–	0.23%	110
2018 Q3	$278K	Hold	6,284	–	–	0.25%	105
2018 Q2	$255K	Hold	6,284	–	–	0.22%	121
2018 Q1	$244K	Sell	6,284 -80	-1%	-$3.19K	0.31%	120
2017 Q4	$262K	Buy	+6,364	New	+$238K	0.32%	115

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

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

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Squar Milner Financial Services's IVW Position: Q3 2020 in Review

Squar Milner Financial Services sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2020, closing a stake of 3,956 shares — an estimated $205K sold.

Squar Milner Financial Services first reported a position in IVW in Q4 2017 and held it in 11 quarters. The position peaked at $345K in Q4 2019. 1,008 funds tracked by Wall St. Rank hold IVW as of Q3 2020.

Squar Milner Financial Services reported no remaining iShares S&P 500 Growth ETF position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 3,956 iShares S&P 500 Growth ETF shares in Q3 2020, an estimated $205K.
Squar Milner Financial Services first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and held it in 11 quarters.
Squar Milner Financial Services's iShares S&P 500 Growth ETF position peaked at $345K in Q4 2019.
1,008 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.