PVWM
IVW icon

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

Point View 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
2016
Q1 		– Sell
-19,132
Closed -$554K – 233
2015
Q4 		$554K Buy
+19,132
New +$556K 0.4% 93

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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Point View Wealth Management's IVW Position: Q1 2016 in Review

Point View Wealth Management sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2016, closing a stake of 19,132 shares — an estimated $554K sold.

Point View Wealth Management first reported a position in IVW in Q4 2015 and held it in 1 quarter. The position peaked at $554K in Q4 2015. 485 funds tracked by Wall St. Rank hold IVW as of Q1 2016.

  • Point View Wealth Management reported no remaining iShares S&P 500 Growth ETF position as of Q1 2016 after selling out during the quarter.
  • Point View Wealth Management sold 19,132 iShares S&P 500 Growth ETF shares in Q1 2016, an estimated $554K.
  • Point View Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2015 and held it in 1 quarter.
  • Point View Wealth Management's iShares S&P 500 Growth ETF position peaked at $554K in Q4 2015.
  • 485 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2016.

Based on Point View Wealth Management's 13F filing for Q1 2016, filed 5 May 2016.