FutureAdvisor’s iShares S&P 500 Growth ETF IVW Stock Holding History

FutureAdvisor’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
2015 Q1	–	Sell	-26,296	Closed	-$327K	–	60
2014 Q4	$327K	Buy	+26,296	New	+$718K	0.11%	45

Other funds holding IVW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

FutureAdvisor's IVW Position: Q1 2015 in Review

FutureAdvisor sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2015, closing a stake of 26,296 shares — an estimated $327K sold.

FutureAdvisor first reported a position in IVW in Q4 2014 and held it in 1 quarter. The position peaked at $327K in Q4 2014. 409 funds tracked by Wall St. Rank hold IVW as of Q1 2015.

FutureAdvisor reported no remaining iShares S&P 500 Growth ETF position as of Q1 2015 after selling out during the quarter.
FutureAdvisor sold 26,296 iShares S&P 500 Growth ETF shares in Q1 2015, an estimated $327K.
FutureAdvisor first reported a position in iShares S&P 500 Growth ETF in Q4 2014 and held it in 1 quarter.
FutureAdvisor's iShares S&P 500 Growth ETF position peaked at $327K in Q4 2014.
409 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2015.

Based on FutureAdvisor's 13F filing for Q1 2015, filed 15 May 2015.