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Edmond de Rothschild (Suisse)’s iShares S&P 500 Growth ETF IVW Stock Holding History

Edmond de Rothschild (Suisse)’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
Q3 		$12K Hold
400
– – ﹤0.01% 411
2016
Q2 		$12K Buy
+400
New +$11.6K ﹤0.01% 379

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Jones Financial Companies
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Edmond de Rothschild (Suisse)'s IVW Position: Q3 2016 in Review

Edmond de Rothschild (Suisse) held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2016 at 400 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Edmond de Rothschild (Suisse) first reported a position in IVW in Q2 2016 and has held it in 2 quarters since. 496 funds tracked by Wall St. Rank hold IVW as of Q3 2016.

  • Edmond de Rothschild (Suisse) held 400 shares of iShares S&P 500 Growth ETF worth $12K as of Q3 2016.
  • Edmond de Rothschild (Suisse) left its iShares S&P 500 Growth ETF share count unchanged in Q3 2016.
  • iShares S&P 500 Growth ETF made up ﹤0.01% of Edmond de Rothschild (Suisse)'s portfolio in Q3 2016, its #411 holding.
  • Edmond de Rothschild (Suisse) first reported a position in iShares S&P 500 Growth ETF in Q2 2016 and has held it in 2 quarters since.
  • 496 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2016.

Based on Edmond de Rothschild (Suisse)'s 13F filing for Q3 2016, filed 14 Nov 2016.