Verition Fund Management
IVW icon

Verition Fund Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Verition Fund 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
Q4 		– Sell
-4,520
Closed -$261K – 1239
2020
Q3 		$261K Buy
+4,520
New +$256K 0.01% 836
2015
Q4 		– Sell
-15,704
Closed -$423K – 515
2015
Q3 		$423K Buy
+15,704
New +$446K 0.11% 249

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JP Morgan Chase
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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 22.9% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Verition Fund Management's IVW Position: Q4 2020 in Review

Verition Fund Management sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2020, closing a stake of 4,520 shares — an estimated $261K sold.

Verition Fund Management first reported a position in IVW in Q3 2015 and held it in 2 quarters. The position peaked at $423K in Q3 2015. 1,121 funds tracked by Wall St. Rank hold IVW as of Q4 2020.

  • Verition Fund Management reported no remaining iShares S&P 500 Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Verition Fund Management sold 4,520 iShares S&P 500 Growth ETF shares in Q4 2020, an estimated $261K.
  • Verition Fund Management first reported a position in iShares S&P 500 Growth ETF in Q3 2015 and held it in 2 quarters.
  • Verition Fund Management's iShares S&P 500 Growth ETF position peaked at $423K in Q3 2015.
  • 1,121 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2020.

Based on Verition Fund Management's 13F filing for Q4 2020, filed 16 Feb 2021.