Ronald Blue & Co’s iShares S&P 500 Growth ETF IVW Stock Holding History

Ronald Blue & Co’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 Q2	$2.21M	Buy	64,528 +180	+0.3%	+$6.1K	0.07%	43
2017 Q1	$2.12M	Sell	64,348 -207,564	-76%	-$6.66M	0.07%	45
2016 Q4	$8.28M	Buy	271,912 +107,988	+66%	+$3.26M	0.32%	19
2016 Q3	$4.99M	Buy	163,924 +60,128	+58%	+$1.82M	0.2%	18
2016 Q2	$3.02M	Buy	103,796 +59,312	+133%	+$1.72M	0.14%	24
2016 Q1	$1.29M	Buy	+44,484	New	+$1.22M	0.07%	49

Other funds holding IVW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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 Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ronald Blue & Co's IVW Position: Q2 2017 in Review

Ronald Blue & Co increased its iShares S&P 500 Growth ETF (IVW) stake by 0.28% in Q2 2017, buying an estimated $6.1K and bringing the position to 64,528 shares worth $2.21M. The position accounts for 0.07% of the portfolio, ranked #43.

Ronald Blue & Co first reported a position in IVW in Q1 2016 and has held it in 6 quarters since. The position peaked at $8.28M in Q4 2016. 610 funds tracked by Wall St. Rank hold IVW as of Q2 2017.

Ronald Blue & Co held 64,528 shares of iShares S&P 500 Growth ETF worth $2.21M as of Q2 2017.
Ronald Blue & Co bought 180 iShares S&P 500 Growth ETF shares in Q2 2017, an estimated $6.1K.
iShares S&P 500 Growth ETF made up 0.07% of Ronald Blue & Co's portfolio in Q2 2017, its #43 holding.
Ronald Blue & Co first reported a position in iShares S&P 500 Growth ETF in Q1 2016 and has held it in 6 quarters since.
Ronald Blue & Co's iShares S&P 500 Growth ETF position peaked at $8.28M in Q4 2016.
610 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2017.

Based on Ronald Blue & Co's 13F filing for Q2 2017, filed 28 Jul 2017.