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WealthTrust-Arizona’s iShares S&P 500 Growth ETF IVW Stock Holding History

WealthTrust-Arizona’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
2018
Q4 		$127K Buy
3,368
+12
+0.4% +$486 0.07% 83
2018
Q3 		$149K Buy
+3,356
New +$144K 0.07% 80

Other funds holding IVW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

WealthTrust-Arizona's IVW Position: Q4 2018 in Review

WealthTrust-Arizona increased its iShares S&P 500 Growth ETF (IVW) stake by 0.36% in Q4 2018, buying an estimated $486 and bringing the position to 3,368 shares worth $127K. The position accounts for 0.07% of the portfolio, ranked #83.

WealthTrust-Arizona first reported a position in IVW in Q3 2018 and has held it in 2 quarters since. The position peaked at $149K in Q3 2018. 826 funds tracked by Wall St. Rank hold IVW as of Q4 2018.

  • WealthTrust-Arizona held 3,368 shares of iShares S&P 500 Growth ETF worth $127K as of Q4 2018.
  • WealthTrust-Arizona bought 12 iShares S&P 500 Growth ETF shares in Q4 2018, an estimated $486.
  • iShares S&P 500 Growth ETF made up 0.07% of WealthTrust-Arizona's portfolio in Q4 2018, its #83 holding.
  • WealthTrust-Arizona first reported a position in iShares S&P 500 Growth ETF in Q3 2018 and has held it in 2 quarters since.
  • WealthTrust-Arizona's iShares S&P 500 Growth ETF position peaked at $149K in Q3 2018.
  • 826 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.