SWS Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
– Sell
-280
Closed -$11K – 203
2018
Q1
$11K Hold
280
– – 0.01% 252
2017
Q4
$11K Buy
+280
New +$10.5K 0.01% 261

Other funds holding IVW

SWS Partners's IVW Position: Q2 2018 in Review

SWS Partners sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2018, closing a stake of 280 shares — an estimated $11K sold.

SWS Partners first reported a position in IVW in Q4 2017 and held it in 2 quarters. The position peaked at $11K in Q1 2018. 747 funds tracked by Wall St. Rank hold IVW as of Q2 2018.

  • SWS Partners reported no remaining iShares S&P 500 Growth ETF position as of Q2 2018 after selling out during the quarter.
  • SWS Partners sold 280 iShares S&P 500 Growth ETF shares in Q2 2018, an estimated $11K.
  • SWS Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and held it in 2 quarters.
  • SWS Partners's iShares S&P 500 Growth ETF position peaked at $11K in Q1 2018.
  • 747 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.