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Willingdon Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Willingdon Wealth 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
2019
Q2 		– Sell
-32
Closed -$1K – 339
2019
Q1 		$1K Buy
+32
New +$1.31K ﹤0.01% 339

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Willingdon Wealth Management's IVW Position: Q2 2019 in Review

Willingdon Wealth Management sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2019, closing a stake of 32 shares — an estimated $1K sold.

Willingdon Wealth Management first reported a position in IVW in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 870 funds tracked by Wall St. Rank hold IVW as of Q2 2019.

  • Willingdon Wealth Management reported no remaining iShares S&P 500 Growth ETF position as of Q2 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 32 iShares S&P 500 Growth ETF shares in Q2 2019, an estimated $1K.
  • Willingdon Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q1 2019 and held it in 1 quarter.
  • Willingdon Wealth Management's iShares S&P 500 Growth ETF position peaked at $1K in Q1 2019.
  • 870 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2019.

Based on Willingdon Wealth Management's 13F filing for Q2 2019, filed 1 Aug 2019.