WealthOne’s iShares S&P 500 Growth ETF IVW Stock Holding History

WealthOne’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	–	Sell	-1,568	Closed	-$59K	–	308
2018 Q4	$59K	Buy	+1,568	New	+$63.5K	0.05%	162

Other funds holding IVW

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

WealthOne's IVW Position: Q1 2019 in Review

WealthOne sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2019, closing a stake of 1,568 shares — an estimated $59K sold.

WealthOne first reported a position in IVW in Q4 2018 and held it in 1 quarter. The position peaked at $59K in Q4 2018. 853 funds tracked by Wall St. Rank hold IVW as of Q1 2019.

WealthOne reported no remaining iShares S&P 500 Growth ETF position as of Q1 2019 after selling out during the quarter.
WealthOne sold 1,568 iShares S&P 500 Growth ETF shares in Q1 2019, an estimated $59K.
WealthOne first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and held it in 1 quarter.
WealthOne's iShares S&P 500 Growth ETF position peaked at $59K in Q4 2018.
853 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.