TD Asset Management
IVW icon

TD Asset Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

TD Asset 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
Q2 		– Sell
-121,592
Closed -$4.77M – 1378
2020
Q1 		$4.77M Buy
121,592
+3,456
+3% +$163K 0.01% 629
2019
Q4 		$4.64M Buy
118,136
+3,540
+3% +$164K 0.01% 731
2019
Q3 		$4.5M Buy
114,596
+7,336
+7% +$332K 0.01% 709
2019
Q2 		$4.21M Buy
107,260
+69,352
+183% +$3.05M 0.01% 719
2019
Q1 		$1.49M Buy
37,908
+3,888
+11% +$159K ﹤0.01% 968
2018
Q4 		$1.33M Sell
34,020
-2,315,204
-99% -$93.7M ﹤0.01% 1001
2018
Q3 		$104M Buy
2,349,224
+2,317,352
+7,271% +$99.6M 0.15% 116
2018
Q2 		$1.2M Sell
31,872
-596
-2% -$23.9K ﹤0.01% 1091
2018
Q1 		$1.22M Buy
32,468
+3,048
+10% +$122K ﹤0.01% 1012
2017
Q4 		$1.11M Sell
29,420
-4,898,892
-99% -$183M ﹤0.01% 1031
2017
Q3 		$177M Buy
4,928,312
+4,903,060
+19,417% +$173M 0.26% 68
2017
Q2 		$864K Buy
25,252
+2,860
+13% +$96.9K ﹤0.01% 1083
2017
Q1 		$736K Buy
22,392
+1,240
+6% +$39.8K ﹤0.01% 1117
2016
Q4 		$644K Buy
21,152
+1,456
+7% +$44K ﹤0.01% 1125
2016
Q3 		$599K Sell
19,696
-14,496
-42% -$439K ﹤0.01% 1129
2016
Q2 		$997K Buy
34,192
+1,260
+4% +$36.6K ﹤0.01% 965
2016
Q1 		$954K Buy
32,932
+1,908
+6% +$52.5K ﹤0.01% 977
2015
Q4 		$898K Buy
31,024
+2,288
+8% +$66.5K ﹤0.01% 973
2015
Q3 		$774K Buy
28,736
+6,156
+27% +$175K ﹤0.01% 969
2015
Q2 		$643K Buy
22,580
+8,416
+59% +$244K ﹤0.01% 1060
2015
Q1 		$403K Buy
+14,164
New +$402K ﹤0.01% 1162

Other funds holding IVW

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TD Asset Management's IVW Position: Q2 2020 in Review

TD Asset Management sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2020, closing a stake of 121,592 shares — an estimated $4.77M sold.

TD Asset Management first reported a position in IVW in Q1 2015 and held it in 21 quarters. The position peaked at $177M in Q3 2017. 996 funds tracked by Wall St. Rank hold IVW as of Q2 2020.

  • TD Asset Management reported no remaining iShares S&P 500 Growth ETF position as of Q2 2020 after selling out during the quarter.
  • TD Asset Management sold 121,592 iShares S&P 500 Growth ETF shares in Q2 2020, an estimated $4.77M.
  • TD Asset Management first reported a position in iShares S&P 500 Growth ETF in Q1 2015 and held it in 21 quarters.
  • TD Asset Management's iShares S&P 500 Growth ETF position peaked at $177M in Q3 2017.
  • 996 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2020.

Based on TD Asset Management's 13F filing for Q2 2020, filed 13 Aug 2020.