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Robertson Stephens Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Robertson Stephens 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
2017
Q3 		$370K Sell
10,328
-2,176
-17% -$76.6K 0.32% 54
2017
Q2 		$428K Sell
12,504
-2,608
-17% -$88.4K 0.38% 46
2017
Q1 		$497K Buy
15,112
+1,128
+8% +$36.2K 0.44% 51
2016
Q4 		$426K Buy
+13,984
New +$422K 0.24% 86

Other funds holding IVW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Robertson Stephens Advisors's IVW Position: Q3 2017 in Review

Robertson Stephens Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 17% in Q3 2017, selling an estimated $76.6K and leaving 10,328 shares worth $370K. The position accounts for 0.32% of the portfolio, ranked #54.

Robertson Stephens Advisors first reported a position in IVW in Q4 2016 and has held it in 4 quarters since. The position peaked at $497K in Q1 2017. 618 funds tracked by Wall St. Rank hold IVW as of Q3 2017.

  • Robertson Stephens Advisors held 10,328 shares of iShares S&P 500 Growth ETF worth $370K as of Q3 2017.
  • Robertson Stephens Advisors sold 2,176 iShares S&P 500 Growth ETF shares in Q3 2017, an estimated $76.6K.
  • iShares S&P 500 Growth ETF made up 0.32% of Robertson Stephens Advisors's portfolio in Q3 2017, its #54 holding.
  • Robertson Stephens Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2016 and has held it in 4 quarters since.
  • Robertson Stephens Advisors's iShares S&P 500 Growth ETF position peaked at $497K in Q1 2017.
  • 618 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2017.

Based on Robertson Stephens Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.