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Checchi Capital Advisers’s iShares S&P 500 Growth ETF IVW Stock Holding History

Checchi Capital Advisers’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
Q2 		– Sell
-9,708
Closed -$277K – 377
2015
Q1 		$277K Hold
9,708
– – 0.08% 241
2014
Q4 		$271K Sell
9,708
-1,728
-15% -$47.2K 0.1% 219
2014
Q3 		$305K Buy
+11,436
New +$305K 0.13% 169

Other funds holding IVW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Checchi Capital Advisers's IVW Position: Q2 2015 in Review

Checchi Capital Advisers sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2015, closing a stake of 9,708 shares — an estimated $277K sold.

Checchi Capital Advisers first reported a position in IVW in Q3 2014 and held it in 3 quarters. The position peaked at $305K in Q3 2014. 424 funds tracked by Wall St. Rank hold IVW as of Q2 2015.

  • Checchi Capital Advisers reported no remaining iShares S&P 500 Growth ETF position as of Q2 2015 after selling out during the quarter.
  • Checchi Capital Advisers sold 9,708 iShares S&P 500 Growth ETF shares in Q2 2015, an estimated $277K.
  • Checchi Capital Advisers first reported a position in iShares S&P 500 Growth ETF in Q3 2014 and held it in 3 quarters.
  • Checchi Capital Advisers's iShares S&P 500 Growth ETF position peaked at $305K in Q3 2014.
  • 424 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2015.

Based on Checchi Capital Advisers's 13F filing for Q2 2015, filed 4 Aug 2015.