Efficient Market Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Efficient Market Advisors’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	-400	Closed	-$12K	–	100
2015 Q4	$12K	Hold	400	–	–	﹤0.01%	134
2015 Q3	$11K	Hold	400	–	–	﹤0.01%	120
2015 Q2	$11K	Hold	400	–	–	﹤0.01%	118
2015 Q1	$11K	Hold	400	–	–	﹤0.01%	116
2014 Q4	$11K	Hold	400	–	–	﹤0.01%	118
2014 Q3	$11K	Hold	400	–	–	﹤0.01%	112
2014 Q2	$11K	Buy	+400	New	+$10.1K	﹤0.01%	105

Other funds holding IVW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Efficient Market Advisors's IVW Position: Q1 2016 in Review

Efficient Market Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2016, closing a stake of 400 shares — an estimated $12K sold.

Efficient Market Advisors first reported a position in IVW in Q2 2014 and held it in 7 quarters. The position peaked at $12K in Q4 2015. 486 funds tracked by Wall St. Rank hold IVW as of Q1 2016.

Efficient Market Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q1 2016 after selling out during the quarter.
Efficient Market Advisors sold 400 iShares S&P 500 Growth ETF shares in Q1 2016, an estimated $12K.
Efficient Market Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2014 and held it in 7 quarters.
Efficient Market Advisors's iShares S&P 500 Growth ETF position peaked at $12K in Q4 2015.
486 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2016.

Based on Efficient Market Advisors's 13F filing for Q1 2016, filed 29 Apr 2016.