1919 Investment Counsel’s iShares S&P 500 Growth ETF IVW Stock Holding History

1919 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
2014 Q3	$58K	Hold	2,160	–	–	﹤0.01%	681
2014 Q2	$57K	Hold	2,160	–	–	﹤0.01%	684
2014 Q1	$54K	Hold	2,160	–	–	﹤0.01%	675
2013 Q4	$54K	Hold	2,160	–	–	﹤0.01%	676
2013 Q3	$49K	Hold	2,160	–	–	﹤0.01%	681
2013 Q2	$46K	Buy	+2,160	New	+$45.8K	﹤0.01%	679

Other funds holding IVW

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return

1919 Investment Counsel's IVW Position: Q3 2014 in Review

1919 Investment Counsel held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2014 at 2,160 shares worth $58K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

1919 Investment Counsel first reported a position in IVW in Q2 2013 and has held it in 6 quarters since. 347 funds tracked by Wall St. Rank hold IVW as of Q3 2014.

1919 Investment Counsel held 2,160 shares of iShares S&P 500 Growth ETF worth $58K as of Q3 2014.
1919 Investment Counsel left its iShares S&P 500 Growth ETF share count unchanged in Q3 2014.
iShares S&P 500 Growth ETF made up ﹤0.01% of 1919 Investment Counsel's portfolio in Q3 2014, its #681 holding.
1919 Investment Counsel first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 6 quarters since.
347 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2014.

Based on 1919 Investment Counsel's 13F filing for Q3 2014, filed 14 Nov 2014.