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

Tradition 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	$1.16M	Sell	22,388 -876	-4%	-$42K	0.33%	83
2020 Q1	$959K	Hold	23,264	–	–	0.32%	84
2019 Q4	$1.13M	Hold	23,264	–	–	0.27%	94
2019 Q3	$1.05M	Hold	23,264	–	–	0.27%	96
2019 Q2	$1.04M	Buy	+23,264	New	+$1.02M	0.27%	96

Other funds holding IVW

JP Morgan Chase New York $1.56T AUM 27.86% 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 $374B AUM 17.66% 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 $109B AUM 21.36% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Tradition Asset Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.8% in Q2 2020, selling an estimated $42K and leaving 22,388 shares worth $1.16M. The position accounts for 0.33% of the portfolio, ranked #83.

Tradition Asset Management first reported a position in IVW in Q2 2019 and has held it in 5 quarters since. 996 funds tracked by Wall St. Rank hold IVW as of Q2 2020.

Tradition Asset Management held 22,388 shares of iShares S&P 500 Growth ETF worth $1.16M as of Q2 2020.
Tradition Asset Management sold 876 iShares S&P 500 Growth ETF shares in Q2 2020, an estimated $42K.
iShares S&P 500 Growth ETF made up 0.33% of Tradition Asset Management's portfolio in Q2 2020, its #83 holding.
Tradition Asset Management first reported a position in iShares S&P 500 Growth ETF in Q2 2019 and has held it in 5 quarters since.
996 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2020.

Based on Tradition Asset Management's 13F filing for Q2 2020, filed 6 Aug 2020.