Stralem & Co’s iShares S&P 500 Growth ETF IVW Stock Holding History

Stralem & Co’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	$121K	Hold	2,336	–	–	0.08%	44
2020 Q1	$96K	Buy	+2,336	New	+$110K	0.07%	42

Other funds holding IVW

JP Morgan Chase New York $1.81T AUM 41.13% 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 $424B AUM 22.96% 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 $120B AUM 27.84% 1-Year Est. Return

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

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

Stralem & Co's IVW Position: Q2 2020 in Review

Stralem & Co held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2020 at 2,336 shares worth $121K. The position accounts for 0.08% of the portfolio, ranked #44.

Stralem & Co first reported a position in IVW in Q1 2020 and has held it in 2 quarters since. 996 funds tracked by Wall St. Rank hold IVW as of Q2 2020.

Stralem & Co held 2,336 shares of iShares S&P 500 Growth ETF worth $121K as of Q2 2020.
Stralem & Co left its iShares S&P 500 Growth ETF share count unchanged in Q2 2020.
iShares S&P 500 Growth ETF made up 0.08% of Stralem & Co's portfolio in Q2 2020, its #44 holding.
Stralem & Co first reported a position in iShares S&P 500 Growth ETF in Q1 2020 and has held it in 2 quarters since.
996 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2020.

Based on Stralem & Co's 13F filing for Q2 2020, filed 20 Jul 2020.