Kernodle & Katon Asset Management Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Kernodle & Katon Asset Management Group’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	$27K	Buy	832 +448	+117%	+$14.4K	0.02%	184
2016 Q4	$12K	Hold	384	–	–	0.01%	213
2016 Q3	$12K	Hold	384	–	–	0.01%	247
2016 Q2	$11K	Hold	384	–	–	0.01%	212
2016 Q1	$11K	Hold	384	–	–	0.01%	208
2015 Q4	$11K	Buy	+384	New	+$11.2K	0.01%	204

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Kernodle & Katon Asset Management Group's IVW Position: Q1 2017 in Review

Kernodle & Katon Asset Management Group increased its iShares S&P 500 Growth ETF (IVW) stake by 117% in Q1 2017, buying an estimated $14.4K and bringing the position to 832 shares worth $27K. The position accounts for 0.02% of the portfolio, ranked #184.

Kernodle & Katon Asset Management Group first reported a position in IVW in Q4 2015 and has held it in 6 quarters since. 572 funds tracked by Wall St. Rank hold IVW as of Q1 2017.

Kernodle & Katon Asset Management Group held 832 shares of iShares S&P 500 Growth ETF worth $27K as of Q1 2017.
Kernodle & Katon Asset Management Group bought 448 iShares S&P 500 Growth ETF shares in Q1 2017, an estimated $14.4K.
iShares S&P 500 Growth ETF made up 0.02% of Kernodle & Katon Asset Management Group's portfolio in Q1 2017, its #184 holding.
Kernodle & Katon Asset Management Group first reported a position in iShares S&P 500 Growth ETF in Q4 2015 and has held it in 6 quarters since.
572 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2017.

Based on Kernodle & Katon Asset Management Group's 13F filing for Q1 2017, filed 12 May 2017.