SRH Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

SRH Advisors’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	-1,216	Closed	-$54K	–	276
2018 Q3	$54K	Hold	1,216	–	–	0.18%	84
2018 Q2	$49K	Hold	1,216	–	–	0.18%	87
2018 Q1	$47K	Hold	1,216	–	–	0.19%	81
2017 Q4	$46K	Hold	1,216	–	–	0.18%	78
2017 Q3	$44K	Buy	+1,216	New	+$42.8K	0.19%	79

Other funds holding IVW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

SRH Advisors's IVW Position: Q4 2018 in Review

SRH Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2018, closing a stake of 1,216 shares — an estimated $54K sold.

SRH Advisors first reported a position in IVW in Q3 2017 and held it in 5 quarters. The position peaked at $54K in Q3 2018. 826 funds tracked by Wall St. Rank hold IVW as of Q4 2018.

SRH Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q4 2018 after selling out during the quarter.
SRH Advisors sold 1,216 iShares S&P 500 Growth ETF shares in Q4 2018, an estimated $54K.
SRH Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2017 and held it in 5 quarters.
SRH Advisors's iShares S&P 500 Growth ETF position peaked at $54K in Q3 2018.
826 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2018.

Based on SRH Advisors's 13F filing for Q4 2018, filed 22 Jan 2019.