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

Tradition Capital 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 Q1	$1M	Buy	23,264 +172	+0.7%	+$7.05K	0.27%	96
2018 Q4	$869K	Buy	23,092 +400	+2%	+$16.2K	0.27%	95
2018 Q3	$1M	Buy	22,692 +876	+4%	+$37.6K	0.26%	110
2018 Q2	$886K	Hold	21,816	–	–	0.25%	104
2018 Q1	$845K	Hold	21,816	–	–	0.24%	103
2017 Q4	$833K	Hold	21,816	–	–	0.23%	108
2017 Q3	$782K	Hold	21,816	–	–	0.25%	92
2017 Q2	$746K	Sell	21,816 -4,480	-17%	-$152K	0.25%	98
2017 Q1	$864K	Buy	26,296 +4,480	+21%	+$144K	0.28%	92
2016 Q4	$664K	Hold	21,816	–	–	0.22%	93
2016 Q3	$663K	Hold	21,816	–	–	0.23%	94
2016 Q2	$635K	Hold	21,816	–	–	0.21%	108
2016 Q1	$632K	Buy	+21,816	New	+$600K	0.21%	107

Other funds holding IVW

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Tradition Capital Management's IVW Position: Q1 2019 in Review

Tradition Capital Management increased its iShares S&P 500 Growth ETF (IVW) stake by 0.74% in Q1 2019, buying an estimated $7.05K and bringing the position to 23,264 shares worth $1M. The position accounts for 0.27% of the portfolio, ranked #96.

Tradition Capital Management first reported a position in IVW in Q1 2016 and has held it in 13 quarters since. The position peaked at $1M in Q3 2018. 853 funds tracked by Wall St. Rank hold IVW as of Q1 2019.

Tradition Capital Management held 23,264 shares of iShares S&P 500 Growth ETF worth $1M as of Q1 2019.
Tradition Capital Management bought 172 iShares S&P 500 Growth ETF shares in Q1 2019, an estimated $7.05K.
iShares S&P 500 Growth ETF made up 0.27% of Tradition Capital Management's portfolio in Q1 2019, its #96 holding.
Tradition Capital Management first reported a position in iShares S&P 500 Growth ETF in Q1 2016 and has held it in 13 quarters since.
Tradition Capital Management's iShares S&P 500 Growth ETF position peaked at $1M in Q3 2018.
853 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2019.

Based on Tradition Capital Management's 13F filing for Q1 2019, filed 7 May 2019.