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

Gupta 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 Q1	$162K	Sell	5,608 -4,120	-42%	-$113K	0.04%	270
2015 Q4	$282K	Buy	9,728 +4,908	+102%	+$143K	0.07%	198
2015 Q3	$130K	Sell	4,820 -4,780	-50%	-$136K	0.03%	308
2015 Q2	$273K	Hold	9,600	–	–	0.07%	212
2015 Q1	$273K	Buy	+9,600	New	+$273K	0.08%	185

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 29.2% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Gupta Wealth Management's IVW Position: Q1 2016 in Review

Gupta Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 42% in Q1 2016, selling an estimated $113K and leaving 5,608 shares worth $162K. The position accounts for 0.04% of the portfolio, ranked #270.

Gupta Wealth Management first reported a position in IVW in Q1 2015 and has held it in 5 quarters since. The position peaked at $282K in Q4 2015. 486 funds tracked by Wall St. Rank hold IVW as of Q1 2016.

Gupta Wealth Management held 5,608 shares of iShares S&P 500 Growth ETF worth $162K as of Q1 2016.
Gupta Wealth Management sold 4,120 iShares S&P 500 Growth ETF shares in Q1 2016, an estimated $113K.
iShares S&P 500 Growth ETF made up 0.04% of Gupta Wealth Management's portfolio in Q1 2016, its #270 holding.
Gupta Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's iShares S&P 500 Growth ETF position peaked at $282K in Q4 2015.
486 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.