AWS
IVW icon

Aris Wealth Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Aris Wealth Services’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
2015
Q3 		$20K Hold
760
– – 0.04% 167
2015
Q2 		$22K Buy
+760
New +$22K 0.02% 305

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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
TT
Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return

Aris Wealth Services's IVW Position: Q3 2015 in Review

Aris Wealth Services held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2015 at 760 shares worth $20K. The position accounts for 0.04% of the portfolio, ranked #167.

Aris Wealth Services first reported a position in IVW in Q2 2015 and has held it in 2 quarters since. The position peaked at $22K in Q2 2015. 424 funds tracked by Wall St. Rank hold IVW as of Q3 2015.

  • Aris Wealth Services held 760 shares of iShares S&P 500 Growth ETF worth $20K as of Q3 2015.
  • Aris Wealth Services left its iShares S&P 500 Growth ETF share count unchanged in Q3 2015.
  • iShares S&P 500 Growth ETF made up 0.04% of Aris Wealth Services's portfolio in Q3 2015, its #167 holding.
  • Aris Wealth Services first reported a position in iShares S&P 500 Growth ETF in Q2 2015 and has held it in 2 quarters since.
  • Aris Wealth Services's iShares S&P 500 Growth ETF position peaked at $22K in Q2 2015.
  • 424 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.