Aldebaran Financial’s iShares S&P 500 Growth ETF IVW Stock Holding History

Aldebaran Financial’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
2016 Q4	–	Sell	-7,520	Closed	-$229K	–	100
2016 Q3	$229K	Hold	7,520	–	–	0.18%	89
2016 Q2	$224K	Hold	7,520	–	–	0.18%	94
2016 Q1	$218K	Hold	7,520	–	–	0.19%	92
2015 Q4	$214K	Hold	7,520	–	–	0.2%	91
2015 Q3	$203K	Hold	7,520	–	–	0.19%	95
2015 Q2	$214K	Hold	7,520	–	–	0.18%	99
2015 Q1	$214K	Hold	7,520	–	–	0.18%	103
2014 Q4	$210K	Hold	7,520	–	–	0.18%	104
2014 Q3	$201K	Buy	+7,520	New	+$200K	0.18%	107

Other funds holding IVW

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

Envestnet Asset Management

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

Bank of America

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

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

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

Jones Financial Companies

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

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Scottrade Investment Management Saint Louis, Missouri $1.84B AUM 11.16% 1-Year Est. Return