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Scottrade Investment Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Scottrade Investment 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
2017
Q3 		$426M Buy
11,874,056
+938,964
+9% +$33.1M 23.17% 1
2017
Q2 		$374M Buy
10,935,092
+435,152
+4% +$14.7M 24.19% 1
2017
Q1 		$345M Buy
10,499,940
+2,920,428
+39% +$93.7M 27.7% 1
2016
Q4 		$231M Hold
7,579,512
– – 27.81% 1
2016
Q3 		$231M Buy
7,579,512
+1,180,628
+18% +$35.8M 31.9% 1
2016
Q2 		$186M Buy
6,398,884
+914,436
+17% +$26.5M 37.89% 1
2016
Q1 		$159M Buy
5,484,448
+872,552
+19% +$24M 38.45% 1
2015
Q4 		$134M Buy
+4,611,896
New +$134M 39.07% 1

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Scottrade Investment Management's IVW Position: Q3 2017 in Review

Scottrade Investment Management increased its iShares S&P 500 Growth ETF (IVW) stake by 8.6% in Q3 2017, buying an estimated $33.1M and bringing the position to 11,874,056 shares worth $426M. The position accounts for 23.17% of the portfolio, ranked #1.

Scottrade Investment Management first reported a position in IVW in Q4 2015 and has held it in 8 quarters since. 618 funds tracked by Wall St. Rank hold IVW as of Q3 2017.

  • Scottrade Investment Management held 11,874,056 shares of iShares S&P 500 Growth ETF worth $426M as of Q3 2017.
  • Scottrade Investment Management bought 938,964 iShares S&P 500 Growth ETF shares in Q3 2017, an estimated $33.1M.
  • iShares S&P 500 Growth ETF made up 23.17% of Scottrade Investment Management's portfolio in Q3 2017, its #1 holding.
  • Scottrade Investment Management first reported a position in iShares S&P 500 Growth ETF in Q4 2015 and has held it in 8 quarters since.
  • 618 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2017.

Based on Scottrade Investment Management's 13F filing for Q3 2017, filed 3 Oct 2017.