SMH
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Sanders Morris Harris’s iShares S&P 500 Growth ETF IVW Stock Holding History

Sanders Morris Harris’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
Q2 		– Sell
-8,004
Closed -$231K – 286
2016
Q1 		$231K Buy
+8,004
New +$220K 0.04% 271

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
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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SIM
Scottrade Investment Management Saint Louis, Missouri $1.84B AUM 11.16% 1-Year Est. Return

Sanders Morris Harris's IVW Position: Q2 2016 in Review

Sanders Morris Harris sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2016, closing a stake of 8,004 shares — an estimated $231K sold.

Sanders Morris Harris first reported a position in IVW in Q1 2016 and held it in 1 quarter. The position peaked at $231K in Q1 2016. 482 funds tracked by Wall St. Rank hold IVW as of Q2 2016.

  • Sanders Morris Harris reported no remaining iShares S&P 500 Growth ETF position as of Q2 2016 after selling out during the quarter.
  • Sanders Morris Harris sold 8,004 iShares S&P 500 Growth ETF shares in Q2 2016, an estimated $231K.
  • Sanders Morris Harris first reported a position in iShares S&P 500 Growth ETF in Q1 2016 and held it in 1 quarter.
  • Sanders Morris Harris's iShares S&P 500 Growth ETF position peaked at $231K in Q1 2016.
  • 482 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2016.

Based on Sanders Morris Harris's 13F filing for Q2 2016, filed 25 Jul 2016.