LBA Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

LBA Wealth 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
2017 Q1	$221K	Hold	6,720	–	–	0.12%	101
2016 Q4	$205K	Sell	6,720 -1,292	-16%	-$39K	0.11%	104
2016 Q3	$244K	Buy	8,012 +3,236	+68%	+$98.1K	0.14%	99
2016 Q2	$139K	Hold	4,776	–	–	0.08%	127
2016 Q1	$138K	Sell	4,776 -380	-7%	-$10.5K	0.08%	126
2015 Q4	$149K	Buy	5,156 +2,524	+96%	+$73.4K	0.09%	136
2015 Q3	$71K	Buy	2,632 +760	+41%	+$21.6K	0.04%	169
2015 Q2	$53K	Hold	1,872	–	–	0.03%	158
2015 Q1	$53K	Hold	1,872	–	–	0.03%	164
2014 Q4	$52K	Hold	1,872	–	–	0.03%	166
2014 Q3	$50K	Buy	+1,872	New	+$49.9K	0.03%	167

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

LBA Wealth Management's IVW Position: Q1 2017 in Review

LBA Wealth Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2017 at 6,720 shares worth $221K. The position accounts for 0.12% of the portfolio, ranked #101.

LBA Wealth Management first reported a position in IVW in Q3 2014 and has held it in 11 quarters since. The position peaked at $244K in Q3 2016. 572 funds tracked by Wall St. Rank hold IVW as of Q1 2017.

LBA Wealth Management held 6,720 shares of iShares S&P 500 Growth ETF worth $221K as of Q1 2017.
LBA Wealth Management left its iShares S&P 500 Growth ETF share count unchanged in Q1 2017.
iShares S&P 500 Growth ETF made up 0.12% of LBA Wealth Management's portfolio in Q1 2017, its #101 holding.
LBA Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q3 2014 and has held it in 11 quarters since.
LBA Wealth Management's iShares S&P 500 Growth ETF position peaked at $244K in Q3 2016.
572 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.