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Bahl & Gaynor’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bahl & Gaynor’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
Q3 		– Sell
-56,652
Closed -$1.94M – 401
2017
Q2 		$1.94M Buy
+56,652
New +$1.92M 0.02% 195
2015
Q4 		– Sell
-8,244
Closed -$222K – 430
2015
Q3 		$222K Buy
8,244
+732
+10% +$20.8K ﹤0.01% 408
2015
Q2 		$214K Buy
+7,512
New +$218K ﹤0.01% 427

Other funds holding IVW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
SIM
Scottrade Investment Management Saint Louis, Missouri $1.84B AUM 11.16% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bahl & Gaynor's IVW Position: Q3 2017 in Review

Bahl & Gaynor sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2017, closing a stake of 56,652 shares — an estimated $1.94M sold.

Bahl & Gaynor first reported a position in IVW in Q2 2015 and held it in 3 quarters. The position peaked at $1.94M in Q2 2017. 618 funds tracked by Wall St. Rank hold IVW as of Q3 2017.

  • Bahl & Gaynor reported no remaining iShares S&P 500 Growth ETF position as of Q3 2017 after selling out during the quarter.
  • Bahl & Gaynor sold 56,652 iShares S&P 500 Growth ETF shares in Q3 2017, an estimated $1.94M.
  • Bahl & Gaynor first reported a position in iShares S&P 500 Growth ETF in Q2 2015 and held it in 3 quarters.
  • Bahl & Gaynor's iShares S&P 500 Growth ETF position peaked at $1.94M in Q2 2017.
  • 618 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2017.

Based on Bahl & Gaynor's 13F filing for Q3 2017, filed 13 Nov 2017.