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

Arrow 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
2019 Q1	–	Sell	-400	Closed	-$15K	–	352
2018 Q4	$15K	Hold	400	–	–	﹤0.01%	280
2018 Q3	$18K	Hold	400	–	–	﹤0.01%	285
2018 Q2	$16K	Hold	400	–	–	﹤0.01%	274
2018 Q1	$16K	Hold	400	–	–	﹤0.01%	276
2017 Q4	$15K	Sell	400 -400	-50%	-$14.9K	﹤0.01%	265
2017 Q3	$29K	Hold	800	–	–	0.01%	236
2017 Q2	$27K	Hold	800	–	–	0.01%	245
2017 Q1	$26K	Hold	800	–	–	0.01%	248
2016 Q4	$24K	Hold	800	–	–	0.01%	251
2016 Q3	$24K	Hold	800	–	–	0.01%	249
2016 Q2	$23K	Sell	800 -400	-33%	-$11.6K	0.01%	252
2016 Q1	$35K	Sell	1,200 -800	-40%	-$22K	0.01%	231
2015 Q4	$58K	Buy	+2,000	New	+$58.1K	0.02%	205

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Arrow Financial's IVW Position: Q1 2019 in Review

Arrow Financial sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2019, closing a stake of 400 shares — an estimated $15K sold.

Arrow Financial first reported a position in IVW in Q4 2015 and held it in 13 quarters. The position peaked at $58K in Q4 2015. 853 funds tracked by Wall St. Rank hold IVW as of Q1 2019.

Arrow Financial reported no remaining iShares S&P 500 Growth ETF position as of Q1 2019 after selling out during the quarter.
Arrow Financial sold 400 iShares S&P 500 Growth ETF shares in Q1 2019, an estimated $15K.
Arrow Financial first reported a position in iShares S&P 500 Growth ETF in Q4 2015 and held it in 13 quarters.
Arrow Financial's iShares S&P 500 Growth ETF position peaked at $58K in Q4 2015.
853 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2019.

Based on Arrow Financial's 13F filing for Q1 2019, filed 26 Apr 2019.