Brick & Kyle Associates’s iShares S&P 500 Growth ETF IVW Stock Holding History

Brick & Kyle Associates’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 Q2	–	Sell	-1,500	Closed	-$49K	–	220
2017 Q1	$49K	Sell	1,500 -96	-6%	-$3.08K	0.04%	177
2016 Q4	$49K	Sell	1,596 -160	-9%	-$4.83K	0.04%	178
2016 Q3	$53K	Hold	1,756	–	–	0.04%	173
2016 Q2	$51K	Sell	1,756 -200	-10%	-$5.8K	0.04%	174
2016 Q1	$57K	Sell	1,956 -120	-6%	-$3.3K	0.05%	165
2015 Q4	$60K	Buy	2,076 +1,200	+137%	+$34.9K	0.05%	156
2015 Q3	$24K	Hold	876	–	–	0.02%	231
2015 Q2	$25K	Sell	876 -600	-41%	-$17.4K	0.02%	247
2015 Q1	$42K	Hold	1,476	–	–	0.04%	193
2014 Q4	$41K	Buy	+1,476	New	+$40.3K	0.04%	194

Other funds holding IVW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

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

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

SIM

Scottrade Investment Management Saint Louis, Missouri $1.84B AUM 11.16% 1-Year Est. Return

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

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

Brick & Kyle Associates's IVW Position: Q2 2017 in Review

Brick & Kyle Associates sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2017, closing a stake of 1,500 shares — an estimated $49K sold.

Brick & Kyle Associates first reported a position in IVW in Q4 2014 and held it in 10 quarters. The position peaked at $60K in Q4 2015. 611 funds tracked by Wall St. Rank hold IVW as of Q2 2017.

Brick & Kyle Associates reported no remaining iShares S&P 500 Growth ETF position as of Q2 2017 after selling out during the quarter.
Brick & Kyle Associates sold 1,500 iShares S&P 500 Growth ETF shares in Q2 2017, an estimated $49K.
Brick & Kyle Associates first reported a position in iShares S&P 500 Growth ETF in Q4 2014 and held it in 10 quarters.
Brick & Kyle Associates's iShares S&P 500 Growth ETF position peaked at $60K in Q4 2015.
611 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2017.

Based on Brick & Kyle Associates's 13F filing for Q2 2017, filed 14 Aug 2017.