HAIM
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Hunter Associates Investment Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Hunter Associates Investment 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
2013
Q3 		– Sell
-26,828
Closed -$563K – 166
2013
Q2 		$563K Buy
+26,828
New +$569K 0.21% 98

Other funds holding IVW

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WT
Wilmington Trust Wilmington, Delaware $6.01B AUM 21.38% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
WTIM
Wilmington Trust Investment Management Wilmington, Delaware $492M AUM 25.19% 1-Year Est. Return

Hunter Associates Investment Management's IVW Position: Q3 2013 in Review

Hunter Associates Investment Management sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2013, closing a stake of 26,828 shares — an estimated $563K sold.

Hunter Associates Investment Management first reported a position in IVW in Q2 2013 and held it in 1 quarter. The position peaked at $563K in Q2 2013. 289 funds tracked by Wall St. Rank hold IVW as of Q3 2013.

  • Hunter Associates Investment Management reported no remaining iShares S&P 500 Growth ETF position as of Q3 2013 after selling out during the quarter.
  • Hunter Associates Investment Management sold 26,828 iShares S&P 500 Growth ETF shares in Q3 2013, an estimated $563K.
  • Hunter Associates Investment Management first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and held it in 1 quarter.
  • Hunter Associates Investment Management's iShares S&P 500 Growth ETF position peaked at $563K in Q2 2013.
  • 289 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2013.

Based on Hunter Associates Investment Management's 13F filing for Q3 2013, filed 13 Nov 2013.