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BB&T Investment Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

BB&T Investment 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
2017
Q4 		$314K Hold
8,244
– – 0.05% 246
2017
Q3 		$295K Hold
8,244
– – 0.06% 234
2017
Q2 		$282K Buy
8,244
+1,068
+15% +$36.2K 0.07% 210
2017
Q1 		$235K Buy
7,176
+800
+13% +$25.7K 0.09% 183
2016
Q4 		$194K Buy
+6,376
New +$193K 0.14% 155

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BB&T Investment Services's IVW Position: Q4 2017 in Review

BB&T Investment Services held its iShares S&P 500 Growth ETF (IVW) position steady in Q4 2017 at 8,244 shares worth $314K. The position accounts for 0.05% of the portfolio, ranked #246.

BB&T Investment Services first reported a position in IVW in Q4 2016 and has held it in 5 quarters since. 704 funds tracked by Wall St. Rank hold IVW as of Q4 2017.

  • BB&T Investment Services held 8,244 shares of iShares S&P 500 Growth ETF worth $314K as of Q4 2017.
  • BB&T Investment Services left its iShares S&P 500 Growth ETF share count unchanged in Q4 2017.
  • iShares S&P 500 Growth ETF made up 0.05% of BB&T Investment Services's portfolio in Q4 2017, its #246 holding.
  • BB&T Investment Services first reported a position in iShares S&P 500 Growth ETF in Q4 2016 and has held it in 5 quarters since.
  • 704 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.