HWA
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Heritage Way Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Heritage Way Advisors’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
2017
Q1 		– Sell
-6,996
Closed -$213K – 60
2016
Q4 		$213K Buy
+6,996
New +$211K 0.21% 57

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
SIM
Scottrade Investment Management Saint Louis, Missouri $1.84B AUM 11.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Heritage Way Advisors's IVW Position: Q1 2017 in Review

Heritage Way Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2017, closing a stake of 6,996 shares — an estimated $213K sold.

Heritage Way Advisors first reported a position in IVW in Q4 2016 and held it in 1 quarter. The position peaked at $213K in Q4 2016. 572 funds tracked by Wall St. Rank hold IVW as of Q1 2017.

  • Heritage Way Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q1 2017 after selling out during the quarter.
  • Heritage Way Advisors sold 6,996 iShares S&P 500 Growth ETF shares in Q1 2017, an estimated $213K.
  • Heritage Way Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2016 and held it in 1 quarter.
  • Heritage Way Advisors's iShares S&P 500 Growth ETF position peaked at $213K in Q4 2016.
  • 572 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2017.

Based on Heritage Way Advisors's 13F filing for Q1 2017, filed 17 Apr 2017.