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Founders Bank & Trust’s iShares S&P 500 Growth ETF IVW Stock Holding History

Founders Bank & Trust’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
2014
Q4 		$71K Hold
2,544
– – 0.04% 162
2014
Q3 		$68K Hold
2,544
– – 0.04% 163
2014
Q2 		$67K Hold
2,544
– – 0.04% 164
2014
Q1 		$63K Hold
2,544
– – 0.04% 157
2013
Q4 		$60K Buy
+2,544
New +$60K 0.03% 157

Other funds holding IVW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Founders Bank & Trust's IVW Position: Q4 2014 in Review

Founders Bank & Trust held its iShares S&P 500 Growth ETF (IVW) position steady in Q4 2014 at 2,544 shares worth $71K. The position accounts for 0.04% of the portfolio, ranked #162.

Founders Bank & Trust first reported a position in IVW in Q4 2013 and has held it in 5 quarters since. 402 funds tracked by Wall St. Rank hold IVW as of Q4 2014.

  • Founders Bank & Trust held 2,544 shares of iShares S&P 500 Growth ETF worth $71K as of Q4 2014.
  • Founders Bank & Trust left its iShares S&P 500 Growth ETF share count unchanged in Q4 2014.
  • iShares S&P 500 Growth ETF made up 0.04% of Founders Bank & Trust's portfolio in Q4 2014, its #162 holding.
  • Founders Bank & Trust first reported a position in iShares S&P 500 Growth ETF in Q4 2013 and has held it in 5 quarters since.
  • 402 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.