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

Torch 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
2019 Q4	$342K	Sell	7,080 -28	-0.4%	-$1.3K	0.19%	85
2019 Q3	$320K	Hold	7,108	–	–	0.19%	86
2019 Q2	$319K	Sell	7,108 -8	-0.1%	-$352	0.19%	87
2019 Q1	$307K	Hold	7,116	–	–	0.19%	88
2018 Q4	$268K	Hold	7,116	–	–	0.19%	83
2018 Q3	$315K	Sell	7,116 -400	-5%	-$17.2K	0.19%	90
2018 Q2	$306K	Hold	7,516	–	–	0.19%	85
2018 Q1	$291K	Sell	7,516 -540	-7%	-$21.5K	0.19%	89
2017 Q4	$308K	Hold	8,056	–	–	0.19%	91
2017 Q3	$289K	Sell	8,056 -11,600	-59%	-$409K	0.19%	86
2017 Q2	$672K	Hold	19,656	–	–	0.46%	56
2017 Q1	$646K	Buy	19,656 +200	+1%	+$6.42K	0.43%	59
2016 Q4	$592K	Sell	19,456 -200	-1%	-$6.04K	0.42%	58
2016 Q3	$598K	Sell	19,656 -80	-0.4%	-$2.42K	0.44%	58
2016 Q2	$575K	Hold	19,736	–	–	0.42%	63
2016 Q1	$572K	Hold	19,736	–	–	0.43%	59
2015 Q4	$571K	Hold	19,736	–	–	0.42%	63
2015 Q3	$532K	Sell	19,736 -240	-1%	-$6.82K	0.41%	60
2015 Q2	$569K	Buy	19,976 +2,380	+14%	+$69K	0.39%	63
2015 Q1	$501K	Sell	17,596 -44	-0.2%	-$1.25K	0.39%	59
2014 Q4	$492K	Sell	17,640 -200	-1%	-$5.46K	0.38%	60
2014 Q3	$476K	Buy	17,840 +1,120	+7%	+$29.8K	0.35%	65
2014 Q2	$440K	Sell	16,720 -700	-4%	-$17.8K	0.3%	70
2014 Q1	$435K	Hold	17,420	–	–	0.32%	68
2013 Q4	$430K	Buy	+17,420	New	+$411K	0.33%	68

Other funds holding IVW

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

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

Torch Wealth Management's IVW Position: Q4 2019 in Review

Torch Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.39% in Q4 2019, selling an estimated $1.3K and leaving 7,080 shares worth $342K. The position accounts for 0.19% of the portfolio, ranked #85.

Torch Wealth Management first reported a position in IVW in Q4 2013 and has held it in 25 quarters since. The position peaked at $672K in Q2 2017. 985 funds tracked by Wall St. Rank hold IVW as of Q4 2019.

Torch Wealth Management held 7,080 shares of iShares S&P 500 Growth ETF worth $342K as of Q4 2019.
Torch Wealth Management sold 28 iShares S&P 500 Growth ETF shares in Q4 2019, an estimated $1.3K.
iShares S&P 500 Growth ETF made up 0.19% of Torch Wealth Management's portfolio in Q4 2019, its #85 holding.
Torch Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2013 and has held it in 25 quarters since.
Torch Wealth Management's iShares S&P 500 Growth ETF position peaked at $672K in Q2 2017.
985 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.