BA
IVW icon

BKS Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

BKS Advisors’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
2016
Q4 		– Sell
-3,292
Closed -$100K – 207
2016
Q3 		$100K Buy
+3,292
New +$99.8K 0.05% 231
2016
Q2 		– Sell
-136,124
Closed -$3.94M – 182
2016
Q1 		$3.94M Sell
136,124
-468
-0.3% -$12.9K 2.06% 12
2015
Q4 		$3.95M Sell
136,592
-3,280
-2% -$95.4K 2.03% 13
2015
Q3 		$3.77M Sell
139,872
-1,308
-0.9% -$37.2K 2.1% 15
2015
Q2 		$4.02M Sell
141,180
-128
-0.1% -$3.71K 1.92% 16
2015
Q1 		$4.03M Buy
+141,308
New +$4.01M 1.91% 14

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
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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
SIM
Scottrade Investment Management Saint Louis, Missouri $1.84B AUM 11.16% 1-Year Est. Return