MAA
IVW icon

Managed Account Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Managed Account 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
2015
Q2 		$15.1M Buy
530,012
+198,948
+60% +$5.77M 0.01% 873
2015
Q1 		$9.43M Sell
331,064
-57,300
-15% -$1.63M 0.01% 1104
2014
Q4 		$10.8M Buy
388,364
+249,192
+179% +$6.81M 0.01% 1005
2014
Q3 		$3.72M Buy
139,172
+30,520
+28% +$813K ﹤0.01% 1511
2014
Q2 		$2.86M Buy
108,652
+13,612
+14% +$345K ﹤0.01% 1629
2014
Q1 		$2.37M Sell
95,040
-95,020
-50% -$2.35M ﹤0.01% 1671
2013
Q4 		$4.69M Buy
190,060
+91,440
+93% +$2.16M 0.01% 1321
2013
Q3 		$2.2M Buy
98,620
+17,624
+22% +$389K ﹤0.01% 1613
2013
Q2 		$1.7M Buy
+80,996
New +$1.72M ﹤0.01% 1686

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 $501B AUM 22.01% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return