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

Lyons 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
2014
Q1 		– Sell
-24,236
Closed -$555K – 75
2013
Q4 		$555K Buy
+24,236
New +$571K 0.52% 32

Other funds holding IVW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WT
Wilmington Trust Wilmington, Delaware $6.01B AUM 21.38% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return

Lyons Wealth Management's IVW Position: Q1 2014 in Review

Lyons Wealth Management sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2014, closing a stake of 24,236 shares — an estimated $555K sold.

Lyons Wealth Management first reported a position in IVW in Q4 2013 and held it in 1 quarter. The position peaked at $555K in Q4 2013. 344 funds tracked by Wall St. Rank hold IVW as of Q1 2014.

  • Lyons Wealth Management reported no remaining iShares S&P 500 Growth ETF position as of Q1 2014 after selling out during the quarter.
  • Lyons Wealth Management sold 24,236 iShares S&P 500 Growth ETF shares in Q1 2014, an estimated $555K.
  • Lyons Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2013 and held it in 1 quarter.
  • Lyons Wealth Management's iShares S&P 500 Growth ETF position peaked at $555K in Q4 2013.
  • 344 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2014.

Based on Lyons Wealth Management's 13F filing for Q1 2014, filed 14 May 2014.