Cleary Gull’s iShares S&P 500 Growth ETF IVW Stock Holding History

Cleary Gull’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 Q1	$133K	Buy	+4,652	New	+$132K	0.13%	24

Other funds holding IVW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Cleary Gull's IVW Position: Q1 2015 in Review

Cleary Gull opened a new position in iShares S&P 500 Growth ETF (IVW) in Q1 2015: 4,652 shares worth $133K. The stake represents 0.13% of the portfolio and ranks #24 among its holdings.

409 funds tracked by Wall St. Rank hold IVW as of Q1 2015.

Cleary Gull held 4,652 shares of iShares S&P 500 Growth ETF worth $133K as of Q1 2015.
iShares S&P 500 Growth ETF was a new Cleary Gull position in Q1 2015.
iShares S&P 500 Growth ETF made up 0.13% of Cleary Gull's portfolio in Q1 2015, its #24 holding.
409 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2015.

Based on Cleary Gull's 13F filing for Q1 2015, filed 13 May 2015.