AG
IVW icon

Aperio Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Aperio Group’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 		– Sell
-73,600
Closed -$1.55M – 1808
2013
Q2 		$1.55M Buy
+73,600
New +$1.56M 0.04% 593

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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WTIM
Wilmington Trust Investment Management Wilmington, Delaware $492M AUM 25.19% 1-Year Est. Return

Aperio Group's IVW Position: Q3 2013 in Review

Aperio Group sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2013, closing a stake of 73,600 shares — an estimated $1.55M sold.

Aperio Group first reported a position in IVW in Q2 2013 and held it in 1 quarter. The position peaked at $1.55M in Q2 2013. 289 funds tracked by Wall St. Rank hold IVW as of Q3 2013.

  • Aperio Group reported no remaining iShares S&P 500 Growth ETF position as of Q3 2013 after selling out during the quarter.
  • Aperio Group sold 73,600 iShares S&P 500 Growth ETF shares in Q3 2013, an estimated $1.55M.
  • Aperio Group first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and held it in 1 quarter.
  • Aperio Group's iShares S&P 500 Growth ETF position peaked at $1.55M in Q2 2013.
  • 289 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2013.

Based on Aperio Group's 13F filing for Q3 2013, filed 24 Oct 2013.