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Signator Financial Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Signator Financial Services’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
2013
Q3 		$52K Sell
2,308
-12
-0.5% -$265 0.05% 106
2013
Q2 		$49K Buy
+2,320
New +$49.2K 0.05% 106

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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WT
Wilmington Trust Wilmington, Delaware $6.01B AUM 21.38% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WTIM
Wilmington Trust Investment Management Wilmington, Delaware $492M AUM 25.19% 1-Year Est. Return

Signator Financial Services's IVW Position: Q3 2013 in Review

Signator Financial Services reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.52% in Q3 2013, selling an estimated $265 and leaving 2,308 shares worth $52K. The position accounts for 0.05% of the portfolio, ranked #106.

Signator Financial Services first reported a position in IVW in Q2 2013 and has held it in 2 quarters since. 289 funds tracked by Wall St. Rank hold IVW as of Q3 2013.

  • Signator Financial Services held 2,308 shares of iShares S&P 500 Growth ETF worth $52K as of Q3 2013.
  • Signator Financial Services sold 12 iShares S&P 500 Growth ETF shares in Q3 2013, an estimated $265.
  • iShares S&P 500 Growth ETF made up 0.05% of Signator Financial Services's portfolio in Q3 2013, its #106 holding.
  • Signator Financial Services first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 2 quarters since.
  • 289 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2013.

Based on Signator Financial Services's 13F filing for Q3 2013, filed 25 Aug 2014.