HTHT
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Hemenway Trust Hemenway Trust’s iShares S&P 500 Growth ETF IVW Stock Holding History

Hemenway Trust Hemenway 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
2016
Q1 		– Sell
-24,000
Closed -$695K – 145
2015
Q4 		$695K Hold
24,000
– – 0.18% 75
2015
Q3 		$647K Buy
+24,000
New +$682K 0.18% 82

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

Hemenway Trust Hemenway Trust's IVW Position: Q1 2016 in Review

Hemenway Trust Hemenway Trust sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2016, closing a stake of 24,000 shares — an estimated $695K sold.

Hemenway Trust Hemenway Trust first reported a position in IVW in Q3 2015 and held it in 2 quarters. The position peaked at $695K in Q4 2015. 485 funds tracked by Wall St. Rank hold IVW as of Q1 2016.

  • Hemenway Trust Hemenway Trust reported no remaining iShares S&P 500 Growth ETF position as of Q1 2016 after selling out during the quarter.
  • Hemenway Trust Hemenway Trust sold 24,000 iShares S&P 500 Growth ETF shares in Q1 2016, an estimated $695K.
  • Hemenway Trust Hemenway Trust first reported a position in iShares S&P 500 Growth ETF in Q3 2015 and held it in 2 quarters.
  • Hemenway Trust Hemenway Trust's iShares S&P 500 Growth ETF position peaked at $695K in Q4 2015.
  • 485 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2016.

Based on Hemenway Trust Hemenway Trust's 13F filing for Q1 2016, filed 27 May 2016.