Independent Portfolio Consultants’s iShares S&P 500 Growth ETF IVW Stock Holding History

Independent Portfolio Consultants’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 Q3	–	Sell	-15,160	Closed	-$442K	–	740
2016 Q2	$442K	Sell	15,160 -800	-5%	-$23.2K	0.14%	234
2016 Q1	$462K	Hold	15,960	–	–	0.13%	222
2015 Q4	$462K	Buy	+15,960	New	+$464K	0.14%	209
2015 Q3	–	Sell	-12,740	Closed	-$363K	–	831
2015 Q2	$363K	Buy	12,740 +1,460	+13%	+$42.3K	0.07%	291
2015 Q1	$321K	Buy	+11,280	New	+$320K	0.07%	296
2014 Q2	–	Sell	-9,640	Closed	-$240K	–	834
2014 Q1	$240K	Buy	+9,640	New	+$238K	0.08%	406

Other funds holding IVW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

SIM

Scottrade Investment Management Saint Louis, Missouri $1.84B AUM 11.16% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Independent Portfolio Consultants's IVW Position: Q3 2016 in Review

Independent Portfolio Consultants sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2016, closing a stake of 15,160 shares — an estimated $442K sold.

Independent Portfolio Consultants first reported a position in IVW in Q1 2014 and held it in 6 quarters. The position peaked at $462K in Q1 2016. 494 funds tracked by Wall St. Rank hold IVW as of Q3 2016.

Independent Portfolio Consultants reported no remaining iShares S&P 500 Growth ETF position as of Q3 2016 after selling out during the quarter.
Independent Portfolio Consultants sold 15,160 iShares S&P 500 Growth ETF shares in Q3 2016, an estimated $442K.
Independent Portfolio Consultants first reported a position in iShares S&P 500 Growth ETF in Q1 2014 and held it in 6 quarters.
Independent Portfolio Consultants's iShares S&P 500 Growth ETF position peaked at $462K in Q1 2016.
494 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2016.

Based on Independent Portfolio Consultants's 13F filing for Q3 2016, filed 5 Oct 2016.