Keel Point Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Keel Point 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
2014 Q4	$413K	Buy	+14,792	New	+$404K	0.33%	36

Other funds holding IVW

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 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

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

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

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

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

Keel Point Advisors's IVW Position: Q4 2014 in Review

Keel Point Advisors opened a new position in iShares S&P 500 Growth ETF (IVW) in Q4 2014: 14,792 shares worth $413K. The stake represents 0.33% of the portfolio and ranks #36 among its holdings.

401 funds tracked by Wall St. Rank hold IVW as of Q4 2014.

Keel Point Advisors held 14,792 shares of iShares S&P 500 Growth ETF worth $413K as of Q4 2014.
iShares S&P 500 Growth ETF was a new Keel Point Advisors position in Q4 2014.
iShares S&P 500 Growth ETF made up 0.33% of Keel Point Advisors's portfolio in Q4 2014, its #36 holding.
401 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2014.

Based on Keel Point Advisors's 13F filing for Q4 2014, filed 6 Feb 2015.