Elite Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Elite Wealth Management’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	$54K	Buy	+1,772	New	+$53.7K	0.09%	57
2014 Q4	–	Sell	-2,572	Closed	-$69K	–	247
2014 Q3	$69K	Hold	2,572	–	–	0.06%	106
2014 Q2	$68K	Hold	2,572	–	–	0.07%	96
2014 Q1	$64K	Hold	2,572	–	–	0.05%	108
2013 Q4	$63K	Hold	2,572	–	–	0.05%	139
2013 Q3	$57K	Buy	+2,572	New	+$56.8K	0.05%	160

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Elite Wealth Management's IVW Position: Q3 2016 in Review

Elite Wealth Management opened a new position in iShares S&P 500 Growth ETF (IVW) in Q3 2016: 1,772 shares worth $54K. The stake represents 0.09% of the portfolio and ranks #57 among its holdings. This is a return to the name: Elite Wealth Management previously reported a position in IVW as recently as Q3 2014.

Elite Wealth Management first reported a position in IVW in Q3 2013 and has held it in 6 quarters since. The position peaked at $69K in Q3 2014. 496 funds tracked by Wall St. Rank hold IVW as of Q3 2016.

Elite Wealth Management held 1,772 shares of iShares S&P 500 Growth ETF worth $54K as of Q3 2016.
iShares S&P 500 Growth ETF was a new Elite Wealth Management position in Q3 2016.
iShares S&P 500 Growth ETF made up 0.09% of Elite Wealth Management's portfolio in Q3 2016, its #57 holding.
Elite Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q3 2013 and has held it in 6 quarters since.
Elite Wealth Management's iShares S&P 500 Growth ETF position peaked at $69K in Q3 2014.
496 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2016.

Based on Elite Wealth Management's 13F filing for Q3 2016, filed 23 Nov 2016.