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

XML Securities’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
Q1 		$2.21M Buy
56,940
+6,236
+12% +$249K 2.74% 10
2017
Q4 		$1.94M Buy
+50,704
New +$1.89M 2.49% 12

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
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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

XML Securities's IVW Position: Q1 2018 in Review

XML Securities increased its iShares S&P 500 Growth ETF (IVW) stake by 12% in Q1 2018, buying an estimated $249K and bringing the position to 56,940 shares worth $2.21M. The position accounts for 2.74% of the portfolio, ranked #10.

XML Securities first reported a position in IVW in Q4 2017 and has held it in 2 quarters since. 733 funds tracked by Wall St. Rank hold IVW as of Q1 2018.

  • XML Securities held 56,940 shares of iShares S&P 500 Growth ETF worth $2.21M as of Q1 2018.
  • XML Securities bought 6,236 iShares S&P 500 Growth ETF shares in Q1 2018, an estimated $249K.
  • iShares S&P 500 Growth ETF made up 2.74% of XML Securities's portfolio in Q1 2018, its #10 holding.
  • XML Securities first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 2 quarters since.
  • 733 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2018.

Based on XML Securities's 13F filing for Q1 2018, filed 17 May 2018.