IFC Holdings’s iShares S&P 500 Growth ETF IVW Stock Holding History

IFC Holdings’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
2018 Q1	–	Sell	-1,278,068	Closed	-$48.8M	–	206
2017 Q4	$48.8M	Buy	1,278,068 +41,604	+3%	+$1.55M	3.36%	7
2017 Q3	$44.3M	Buy	1,236,464 +115,624	+10%	+$4.07M	3.09%	6
2017 Q2	$38.4M	Buy	1,120,840 +70,308	+7%	+$2.38M	2.94%	6
2017 Q1	$34.5M	Buy	1,050,532 +179,716	+21%	+$5.77M	3.03%	6
2016 Q4	$26.5M	Buy	870,816 +128,132	+17%	+$3.87M	2.64%	8
2016 Q3	$22.6M	Buy	742,684 +72,228	+11%	+$2.19M	2.38%	8
2016 Q2	$19.6M	Buy	670,456 +74,904	+13%	+$2.17M	2.21%	9
2016 Q1	$17.4M	Buy	595,552 +58,028	+11%	+$1.6M	2.19%	8
2015 Q4	$15.6M	Buy	537,524 +114,636	+27%	+$3.33M	2.07%	10
2015 Q3	$11.5M	Buy	422,888 +51,240	+14%	+$1.46M	1.75%	11
2015 Q2	$10.8M	Buy	371,648 +70,988	+24%	+$2.06M	1.56%	12
2015 Q1	$8.56M	Buy	300,660 +70,376	+31%	+$2M	1.3%	14
2014 Q4	$6.53M	Buy	230,284 +26,696	+13%	+$729K	1.08%	16
2014 Q3	$5.43M	Buy	203,588 +35,724	+21%	+$952K	0.98%	18
2014 Q2	$4.41M	Buy	167,864 +23,872	+17%	+$606K	0.81%	25
2014 Q1	$3.56M	Buy	143,992 +18,212	+14%	+$450K	0.73%	35
2013 Q4	$3.09M	Buy	125,780 +17,852	+17%	+$421K	0.65%	34
2013 Q3	$2.42M	Buy	107,928 +36,112	+50%	+$797K	0.53%	41
2013 Q2	$1.51M	Buy	+71,816	New	+$1.52M	0.36%	70

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

IFC Holdings's IVW Position: Q1 2018 in Review

IFC Holdings sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2018, closing a stake of 1,278,068 shares — an estimated $48.8M sold.

IFC Holdings first reported a position in IVW in Q2 2013 and held it in 19 quarters. The position peaked at $48.8M in Q4 2017. 732 funds tracked by Wall St. Rank hold IVW as of Q1 2018.

IFC Holdings reported no remaining iShares S&P 500 Growth ETF position as of Q1 2018 after selling out during the quarter.
IFC Holdings sold 1,278,068 iShares S&P 500 Growth ETF shares in Q1 2018, an estimated $48.8M.
IFC Holdings first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and held it in 19 quarters.
IFC Holdings's iShares S&P 500 Growth ETF position peaked at $48.8M in Q4 2017.
732 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.