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WFA of San Diego’s iShares S&P 500 Growth ETF IVW Stock Holding History

WFA of San Diego’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
Q3 		– Sell
-6,300
Closed -$319K – 158
2020
Q2 		$319K Buy
+6,300
New +$302K 0.07% 198

Other funds holding IVW

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

WFA of San Diego's IVW Position: Q3 2020 in Review

WFA of San Diego sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2020, closing a stake of 6,300 shares — an estimated $319K sold.

WFA of San Diego first reported a position in IVW in Q2 2020 and held it in 1 quarter. The position peaked at $319K in Q2 2020. 1,008 funds tracked by Wall St. Rank hold IVW as of Q3 2020.

  • WFA of San Diego reported no remaining iShares S&P 500 Growth ETF position as of Q3 2020 after selling out during the quarter.
  • WFA of San Diego sold 6,300 iShares S&P 500 Growth ETF shares in Q3 2020, an estimated $319K.
  • WFA of San Diego first reported a position in iShares S&P 500 Growth ETF in Q2 2020 and held it in 1 quarter.
  • WFA of San Diego's iShares S&P 500 Growth ETF position peaked at $319K in Q2 2020.
  • 1,008 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2020.

Based on WFA of San Diego's 13F filing for Q3 2020, filed 6 Nov 2020.