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Crosspoint Capital Strategies’s iShares S&P 500 Growth ETF IVW Stock Holding History

Crosspoint Capital Strategies’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
Q1 		– Sell
-29,688
Closed -$828K – 469
2015
Q4 		$828K Buy
29,688
+29,308
+7,713% +$852K 0.22% 116
2015
Q3 		$10K Buy
+380
New +$10.8K 0.01% 408

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Crosspoint Capital Strategies's IVW Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2016, closing a stake of 29,688 shares — an estimated $828K sold.

Crosspoint Capital Strategies first reported a position in IVW in Q3 2015 and held it in 2 quarters. The position peaked at $828K in Q4 2015. 485 funds tracked by Wall St. Rank hold IVW as of Q1 2016.

  • Crosspoint Capital Strategies reported no remaining iShares S&P 500 Growth ETF position as of Q1 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 29,688 iShares S&P 500 Growth ETF shares in Q1 2016, an estimated $828K.
  • Crosspoint Capital Strategies first reported a position in iShares S&P 500 Growth ETF in Q3 2015 and held it in 2 quarters.
  • Crosspoint Capital Strategies's iShares S&P 500 Growth ETF position peaked at $828K in Q4 2015.
  • 485 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.