ZWJ Investment Counsel’s iShares S&P 500 Growth ETF IVW Stock Holding History

ZWJ Investment Counsel’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 Q2	–	Sell	-32,000	Closed	-$1.32M	–	166
2020 Q1	$1.32M	Hold	32,000	–	–	0.12%	90
2019 Q4	$1.55M	Buy	+32,000	New	+$1.48M	0.1%	95
2018 Q1	–	Sell	-32,000	Closed	-$1.22M	–	221
2017 Q4	$1.22M	Sell	32,000 -8,000	-20%	-$299K	0.1%	101
2017 Q3	$1.43M	Sell	40,000 -8,000	-17%	-$282K	0.11%	87
2017 Q2	$1.64M	Hold	48,000	–	–	0.13%	84
2017 Q1	$1.58M	Buy	+48,000	New	+$1.54M	0.13%	93

Other funds holding IVW

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ZWJ Investment Counsel's IVW Position: Q2 2020 in Review

ZWJ Investment Counsel sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2020, closing a stake of 32,000 shares — an estimated $1.32M sold.

ZWJ Investment Counsel first reported a position in IVW in Q1 2017 and held it in 6 quarters. The position peaked at $1.64M in Q2 2017. 996 funds tracked by Wall St. Rank hold IVW as of Q2 2020.

ZWJ Investment Counsel reported no remaining iShares S&P 500 Growth ETF position as of Q2 2020 after selling out during the quarter.
ZWJ Investment Counsel sold 32,000 iShares S&P 500 Growth ETF shares in Q2 2020, an estimated $1.32M.
ZWJ Investment Counsel first reported a position in iShares S&P 500 Growth ETF in Q1 2017 and held it in 6 quarters.
ZWJ Investment Counsel's iShares S&P 500 Growth ETF position peaked at $1.64M in Q2 2017.
996 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2020.

Based on ZWJ Investment Counsel's 13F filing for Q2 2020, filed 28 Jul 2020.