CWM
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Cabot Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Cabot Wealth Management’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
2014
Q3 		– Sell
-12,836
Closed -$338K – 148
2014
Q2 		$338K Sell
12,836
-120
-0.9% -$3.04K 0.08% 126
2014
Q1 		$323K Sell
12,956
-1,300
-9% -$32.1K 0.08% 134
2013
Q4 		$352K Sell
14,256
-9,680
-40% -$228K 0.09% 141
2013
Q3 		$535K Sell
23,936
-8,280
-26% -$183K 0.16% 122
2013
Q2 		$677K Buy
+32,216
New +$683K 0.23% 128

Other funds holding IVW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $109B AUM 16.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TT
Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return