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

Harfst & Associates’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 		– Sell
-1,416
Closed -$40K – 149
2015
Q4 		$40K Hold
1,416
– – 0.02% 186
2015
Q3 		$38K Hold
1,416
– – 0.02% 185
2015
Q2 		$40K Buy
+1,416
New +$41K 0.02% 191

Other funds holding IVW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Harfst & Associates's IVW Position: Q1 2016 in Review

Harfst & Associates sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2016, closing a stake of 1,416 shares — an estimated $40K sold.

Harfst & Associates first reported a position in IVW in Q2 2015 and held it in 3 quarters. The position peaked at $40K in Q4 2015. 485 funds tracked by Wall St. Rank hold IVW as of Q1 2016.

  • Harfst & Associates reported no remaining iShares S&P 500 Growth ETF position as of Q1 2016 after selling out during the quarter.
  • Harfst & Associates sold 1,416 iShares S&P 500 Growth ETF shares in Q1 2016, an estimated $40K.
  • Harfst & Associates first reported a position in iShares S&P 500 Growth ETF in Q2 2015 and held it in 3 quarters.
  • Harfst & Associates's iShares S&P 500 Growth ETF position peaked at $40K in Q4 2015.
  • 485 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2016.

Based on Harfst & Associates's 13F filing for Q1 2016, filed 3 May 2016.