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Montage Investments’s iShares S&P 500 Growth ETF IVW Stock Holding History

Montage Investments’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
2016
Q3 		$6K Buy
+204
New +$6.18K ﹤0.01% 171

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
SIM
Scottrade Investment Management Saint Louis, Missouri $1.84B AUM 11.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Montage Investments's IVW Position: Q3 2016 in Review

Montage Investments opened a new position in iShares S&P 500 Growth ETF (IVW) in Q3 2016: 204 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #171 among its holdings.

494 funds tracked by Wall St. Rank hold IVW as of Q3 2016.

  • Montage Investments held 204 shares of iShares S&P 500 Growth ETF worth $6K as of Q3 2016.
  • iShares S&P 500 Growth ETF was a new Montage Investments position in Q3 2016.
  • iShares S&P 500 Growth ETF made up ﹤0.01% of Montage Investments's portfolio in Q3 2016, its #171 holding.
  • 494 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2016.

Based on Montage Investments's 13F filing for Q3 2016, filed 10 Nov 2016.