Armbruster Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Armbruster Capital 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
2018 Q2	–	Sell	-1,204	Closed	-$47K	–	135
2018 Q1	$47K	Hold	1,204	–	–	0.02%	132
2017 Q4	$46K	Hold	1,204	–	–	0.02%	134
2017 Q3	$43K	Hold	1,204	–	–	0.02%	133
2017 Q2	$41K	Hold	1,204	–	–	0.02%	136
2017 Q1	$40K	Hold	1,204	–	–	0.02%	140
2016 Q4	$37K	Hold	1,204	–	–	0.02%	142
2016 Q3	$37K	Hold	1,204	–	–	0.02%	141
2016 Q2	$35K	Hold	1,204	–	–	0.02%	145
2016 Q1	$35K	Hold	1,204	–	–	0.02%	151
2015 Q4	$35K	Buy	+1,204	New	+$35K	0.03%	160

Other funds holding IVW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Armbruster Capital Management's IVW Position: Q2 2018 in Review

Armbruster Capital Management sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2018, closing a stake of 1,204 shares — an estimated $47K sold.

Armbruster Capital Management first reported a position in IVW in Q4 2015 and held it in 10 quarters. The position peaked at $47K in Q1 2018. 747 funds tracked by Wall St. Rank hold IVW as of Q2 2018.

Armbruster Capital Management reported no remaining iShares S&P 500 Growth ETF position as of Q2 2018 after selling out during the quarter.
Armbruster Capital Management sold 1,204 iShares S&P 500 Growth ETF shares in Q2 2018, an estimated $47K.
Armbruster Capital Management first reported a position in iShares S&P 500 Growth ETF in Q4 2015 and held it in 10 quarters.
Armbruster Capital Management's iShares S&P 500 Growth ETF position peaked at $47K in Q1 2018.
747 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2018.

Based on Armbruster Capital Management's 13F filing for Q2 2018, filed 30 Jul 2018.