Sensible Financial Planning & Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Sensible Financial Planning & 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 Q4	–	Sell	-500	Closed	-$15K	–	49
2016 Q3	$15K	Hold	500	–	–	0.01%	49
2016 Q2	$15K	Hold	500	–	–	0.01%	52
2016 Q1	$14K	Hold	500	–	–	0.01%	48
2015 Q4	$14K	Hold	500	–	–	0.01%	54
2015 Q3	$13K	Hold	500	–	–	0.01%	54
2015 Q2	$14K	Buy	+500	New	+$14.5K	0.01%	51
2015 Q1	–	Sell	-64	Closed	-$2K	–	47
2014 Q4	$2K	Buy	+64	New	+$1.75K	﹤0.01%	70

Other funds holding IVW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

SIM

Scottrade Investment Management Saint Louis, Missouri $1.84B AUM 11.16% 1-Year Est. Return

Sensible Financial Planning & Management's IVW Position: Q4 2016 in Review

Sensible Financial Planning & Management sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2016, closing a stake of 500 shares — an estimated $15K sold.

Sensible Financial Planning & Management first reported a position in IVW in Q4 2014 and held it in 7 quarters. The position peaked at $15K in Q3 2016. 550 funds tracked by Wall St. Rank hold IVW as of Q4 2016.

Sensible Financial Planning & Management reported no remaining iShares S&P 500 Growth ETF position as of Q4 2016 after selling out during the quarter.
Sensible Financial Planning & Management sold 500 iShares S&P 500 Growth ETF shares in Q4 2016, an estimated $15K.
Sensible Financial Planning & Management first reported a position in iShares S&P 500 Growth ETF in Q4 2014 and held it in 7 quarters.
Sensible Financial Planning & Management's iShares S&P 500 Growth ETF position peaked at $15K in Q3 2016.
550 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2016.

Based on Sensible Financial Planning & Management's 13F filing for Q4 2016, filed 6 Feb 2017.