Liberty Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Liberty Capital 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
2018 Q1	–	Sell	-400	Closed	-$16K	–	165
2017 Q4	$16K	Hold	400	–	–	0.01%	228
2017 Q3	$15K	Hold	400	–	–	0.01%	240
2017 Q2	$14K	Hold	400	–	–	0.01%	225
2017 Q1	$13K	Hold	400	–	–	0.01%	215
2016 Q4	$12K	Hold	400	–	–	0.01%	213
2016 Q3	$12K	Buy	+400	New	+$12.1K	0.01%	211

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 22.9% 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 29.18% 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

Liberty Capital Management's IVW Position: Q1 2018 in Review

Liberty Capital Management sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2018, closing a stake of 400 shares — an estimated $16K sold.

Liberty Capital Management first reported a position in IVW in Q3 2016 and held it in 6 quarters. The position peaked at $16K in Q4 2017. 732 funds tracked by Wall St. Rank hold IVW as of Q1 2018.

Liberty Capital Management reported no remaining iShares S&P 500 Growth ETF position as of Q1 2018 after selling out during the quarter.
Liberty Capital Management sold 400 iShares S&P 500 Growth ETF shares in Q1 2018, an estimated $16K.
Liberty Capital Management first reported a position in iShares S&P 500 Growth ETF in Q3 2016 and held it in 6 quarters.
Liberty Capital Management's iShares S&P 500 Growth ETF position peaked at $16K in Q4 2017.
732 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2018.

Based on Liberty Capital Management's 13F filing for Q1 2018, filed 25 Apr 2018.