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IVW icon

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

WealthShield’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
2017
Q4 		$146K Buy
+3,784
New +$141K 0.09% 130

Other funds holding IVW

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

WealthShield's IVW Position: Q4 2017 in Review

WealthShield opened a new position in iShares S&P 500 Growth ETF (IVW) in Q4 2017: 3,784 shares worth $146K. The stake represents 0.09% of the portfolio and ranks #130 among its holdings.

704 funds tracked by Wall St. Rank hold IVW as of Q4 2017.

  • WealthShield held 3,784 shares of iShares S&P 500 Growth ETF worth $146K as of Q4 2017.
  • iShares S&P 500 Growth ETF was a new WealthShield position in Q4 2017.
  • iShares S&P 500 Growth ETF made up 0.09% of WealthShield's portfolio in Q4 2017, its #130 holding.
  • 704 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.