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Beck Mack & Oliver’s iShares S&P 500 Growth ETF IVW Stock Holding History

Beck Mack & Oliver’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
-9,016
Closed -$308K – 239
2017
Q2 		$308K Buy
+9,016
New +$306K 0.01% 181

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

Beck Mack & Oliver's IVW Position: Q3 2017 in Review

Beck Mack & Oliver sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2017, closing a stake of 9,016 shares — an estimated $308K sold.

Beck Mack & Oliver first reported a position in IVW in Q2 2017 and held it in 1 quarter. The position peaked at $308K in Q2 2017. 618 funds tracked by Wall St. Rank hold IVW as of Q3 2017.

  • Beck Mack & Oliver reported no remaining iShares S&P 500 Growth ETF position as of Q3 2017 after selling out during the quarter.
  • Beck Mack & Oliver sold 9,016 iShares S&P 500 Growth ETF shares in Q3 2017, an estimated $308K.
  • Beck Mack & Oliver first reported a position in iShares S&P 500 Growth ETF in Q2 2017 and held it in 1 quarter.
  • Beck Mack & Oliver's iShares S&P 500 Growth ETF position peaked at $308K in Q2 2017.
  • 618 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2017.

Based on Beck Mack & Oliver's 13F filing for Q3 2017, filed 27 Oct 2017.