Sunflower Bank Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Sunflower Bank 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 Q3	$459K	Sell	7,940 -40	-0.5%	-$2.26K	0.15%	68
2020 Q2	$414K	Hold	7,980	–	–	0.14%	89
2020 Q1	$329K	Hold	7,980	–	–	0.13%	91
2019 Q4	$386K	Sell	7,980 -100	-1%	-$4.63K	0.12%	102
2019 Q3	$364K	Buy	8,080 +60	+0.7%	+$2.71K	0.12%	104
2019 Q2	$359K	Hold	8,020	–	–	0.12%	105
2019 Q1	$346K	Sell	8,020 -80	-1%	-$3.28K	0.1%	109
2018 Q4	$305K	Sell	8,100 -4,740	-37%	-$192K	0.1%	107
2018 Q3	$569K	Buy	12,840 +4,740	+59%	+$204K	0.16%	89
2018 Q2	$329K	Hold	8,100	–	–	0.1%	111
2018 Q1	$314K	Hold	8,100	–	–	0.09%	112
2017 Q4	$309K	Hold	8,100	–	–	0.08%	110
2017 Q3	$290K	Sell	8,100 -60,196	-88%	-$2.12M	0.1%	77
2017 Q2	$2.34M	Buy	68,296 +60,196	+743%	+$2.04M	0.79%	26
2017 Q1	$266K	Hold	8,100	–	–	0.09%	82
2016 Q4	$247K	Buy	+8,100	New	+$245K	0.09%	81

Other funds holding IVW

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Sunflower Bank Wealth Management's IVW Position: Q3 2020 in Review

Sunflower Bank Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.5% in Q3 2020, selling an estimated $2.26K and leaving 7,940 shares worth $459K. The position accounts for 0.15% of the portfolio, ranked #68.

Sunflower Bank Wealth Management first reported a position in IVW in Q4 2016 and has held it in 16 quarters since. The position peaked at $2.34M in Q2 2017. 1,007 funds tracked by Wall St. Rank hold IVW as of Q3 2020.

Sunflower Bank Wealth Management held 7,940 shares of iShares S&P 500 Growth ETF worth $459K as of Q3 2020.
Sunflower Bank Wealth Management sold 40 iShares S&P 500 Growth ETF shares in Q3 2020, an estimated $2.26K.
iShares S&P 500 Growth ETF made up 0.15% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #68 holding.
Sunflower Bank Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2016 and has held it in 16 quarters since.
Sunflower Bank Wealth Management's iShares S&P 500 Growth ETF position peaked at $2.34M in Q2 2017.
1,007 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.