Bingham Osborn & Scarborough’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bingham Osborn & Scarborough’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
2015 Q3	–	Sell	-7,448	Closed	-$212K	–	116
2015 Q2	$212K	Hold	7,448	–	–	0.03%	110
2015 Q1	$212K	Sell	7,448 -948	-11%	-$26.9K	0.03%	107
2014 Q4	$234K	Hold	8,396	–	–	0.03%	111
2014 Q3	$224K	Hold	8,396	–	–	0.03%	107
2014 Q2	$221K	Hold	8,396	–	–	0.03%	103
2014 Q1	$210K	Sell	8,396 -648	-7%	-$16K	0.03%	100
2013 Q4	$223K	Buy	9,044 +4	+0%	+$94	0.03%	89
2013 Q3	$202K	Sell	9,040 -1,092	-11%	-$24.1K	0.03%	88
2013 Q2	$213K	Buy	+10,132	New	+$215K	0.04%	83

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

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

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

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

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

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

Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return

Bingham Osborn & Scarborough's IVW Position: Q3 2015 in Review

Bingham Osborn & Scarborough sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2015, closing a stake of 7,448 shares — an estimated $212K sold.

Bingham Osborn & Scarborough first reported a position in IVW in Q2 2013 and held it in 9 quarters. The position peaked at $234K in Q4 2014. 425 funds tracked by Wall St. Rank hold IVW as of Q3 2015.

Bingham Osborn & Scarborough reported no remaining iShares S&P 500 Growth ETF position as of Q3 2015 after selling out during the quarter.
Bingham Osborn & Scarborough sold 7,448 iShares S&P 500 Growth ETF shares in Q3 2015, an estimated $212K.
Bingham Osborn & Scarborough first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and held it in 9 quarters.
Bingham Osborn & Scarborough's iShares S&P 500 Growth ETF position peaked at $234K in Q4 2014.
425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2015.

Based on Bingham Osborn & Scarborough's 13F filing for Q3 2015, filed 3 Nov 2015.