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Allen Investment Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Allen Investment Management’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
2017
Q4 		– Sell
-8,800
Closed -$316K – 192
2017
Q3 		$316K Hold
8,800
– – 0.01% 181
2017
Q2 		$301K Hold
8,800
– – 0.01% 195
2017
Q1 		$289K Buy
+8,800
New +$282K 0.01% 196
2016
Q2 		– Sell
-72,144
Closed -$2.09M – 226
2016
Q1 		$2.09M Buy
+72,144
New +$1.98M 0.16% 59

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
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
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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Allen Investment Management's IVW Position: Q4 2017 in Review

Allen Investment Management sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2017, closing a stake of 8,800 shares — an estimated $316K sold.

Allen Investment Management first reported a position in IVW in Q1 2016 and held it in 4 quarters. The position peaked at $2.09M in Q1 2016. 704 funds tracked by Wall St. Rank hold IVW as of Q4 2017.

  • Allen Investment Management reported no remaining iShares S&P 500 Growth ETF position as of Q4 2017 after selling out during the quarter.
  • Allen Investment Management sold 8,800 iShares S&P 500 Growth ETF shares in Q4 2017, an estimated $316K.
  • Allen Investment Management first reported a position in iShares S&P 500 Growth ETF in Q1 2016 and held it in 4 quarters.
  • Allen Investment Management's iShares S&P 500 Growth ETF position peaked at $2.09M in Q1 2016.
  • 704 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2017.

Based on Allen Investment Management's 13F filing for Q4 2017, filed 13 Feb 2018.