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

Gerstein Fisher’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 		– Sell
-7,712
Closed -$206K – 393
2014
Q3 		$206K Sell
7,712
-408
-5% -$10.9K 0.04% 358
2014
Q2 		$214K Sell
8,120
-14,060
-63% -$357K 0.04% 309
2014
Q1 		$554K Sell
22,180
-27,116
-55% -$670K 0.11% 158
2013
Q4 		$1.22M Buy
49,296
+23,612
+92% +$556K 0.05% 264
2013
Q3 		$574K Buy
25,684
+25,504
+14,169% +$563K 0.12% 154
2013
Q2 		$580K Buy
+180
New +$3.81K 0.14% 135

Other funds holding IVW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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 $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return