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AFT Forsyth & Company’s iShares S&P 500 Growth ETF IVW Stock Holding History

AFT Forsyth & Company’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
2013
Q3 		$167K Hold
7,496
– – 0.22% 112
2013
Q2 		$157K Buy
+7,496
New +$159K 0.22% 104

Other funds holding IVW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WT
Wilmington Trust Wilmington, Delaware $6.01B AUM 21.38% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
WTIM
Wilmington Trust Investment Management Wilmington, Delaware $492M AUM 25.19% 1-Year Est. Return

AFT Forsyth & Company's IVW Position: Q3 2013 in Review

AFT Forsyth & Company held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2013 at 7,496 shares worth $167K. The position accounts for 0.22% of the portfolio, ranked #112.

AFT Forsyth & Company first reported a position in IVW in Q2 2013 and has held it in 2 quarters since. 288 funds tracked by Wall St. Rank hold IVW as of Q3 2013.

  • AFT Forsyth & Company held 7,496 shares of iShares S&P 500 Growth ETF worth $167K as of Q3 2013.
  • AFT Forsyth & Company left its iShares S&P 500 Growth ETF share count unchanged in Q3 2013.
  • iShares S&P 500 Growth ETF made up 0.22% of AFT Forsyth & Company's portfolio in Q3 2013, its #112 holding.
  • AFT Forsyth & Company first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 2 quarters since.
  • 288 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2013.

Based on AFT Forsyth & Company's 13F filing for Q3 2013, filed 8 Nov 2013.