Simply Money Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Simply Money Advisors’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
2018 Q1	$21K	Buy	+532	New	+$21.2K	﹤0.01%	33
2017 Q4	–	Sell	-10,844	Closed	-$389K	–	32
2017 Q3	$389K	Buy	10,844 +40	+0.4%	+$1.41K	0.05%	32
2017 Q2	$370K	Sell	10,804 -388	-3%	-$13.2K	0.05%	31
2017 Q1	$368K	Sell	11,192 -22,252	-67%	-$714K	0.05%	29
2016 Q4	$1.02M	Sell	33,444 -1,722,080	-98%	-$52M	0.15%	27
2016 Q3	$53.4M	Sell	1,755,524 -92,176	-5%	-$2.79M	8.22%	4
2016 Q2	$53.9M	Sell	1,847,700 -128,424	-6%	-$3.73M	8.29%	4
2016 Q1	$57.3M	Sell	1,976,124 -1,296,440	-40%	-$35.7M	8.73%	4
2015 Q4	$94.7M	Sell	3,272,564 -55,860	-2%	-$1.62M	14.25%	1
2015 Q3	$89.7M	Buy	3,328,424 +592,472	+22%	+$16.8M	13.85%	1
2015 Q2	$77.9M	Sell	2,735,952 -5,828	-0.2%	-$169K	11.46%	3
2015 Q1	$78.1M	Buy	2,741,780 +704,472	+35%	+$20M	11.31%	3
2014 Q4	$56.8M	Buy	2,037,308 +739,140	+57%	+$20.2M	8.42%	3
2014 Q3	$34.7M	Sell	1,298,168 -50,820	-4%	-$1.35M	5.28%	8
2014 Q2	$35.5M	Sell	1,348,988 -2,394,608	-64%	-$60.8M	5.4%	10
2014 Q1	$93.4M	Buy	3,743,596 +626,952	+20%	+$15.5M	14.52%	1
2013 Q4	$76.9M	Buy	3,116,644 +1,424,032	+84%	+$33.6M	12.94%	1
2013 Q3	$37.8M	Buy	1,692,612 +188,780	+13%	+$4.17M	6.44%	5
2013 Q2	$31.6M	Buy	+1,503,832	New	+$31.9M	5.63%	7

Other funds holding IVW

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Simply Money Advisors's IVW Position: Q1 2018 in Review

Simply Money Advisors opened a new position in iShares S&P 500 Growth ETF (IVW) in Q1 2018: 532 shares worth $21K. The stake represents ﹤0.01% of the portfolio and ranks #33 among its holdings. This is a return to the name: Simply Money Advisors previously reported a position in IVW as recently as Q3 2017.

Simply Money Advisors first reported a position in IVW in Q2 2013 and has held it in 19 quarters since. The position peaked at $94.7M in Q4 2015. 733 funds tracked by Wall St. Rank hold IVW as of Q1 2018.

Simply Money Advisors held 532 shares of iShares S&P 500 Growth ETF worth $21K as of Q1 2018.
iShares S&P 500 Growth ETF was a new Simply Money Advisors position in Q1 2018.
iShares S&P 500 Growth ETF made up ﹤0.01% of Simply Money Advisors's portfolio in Q1 2018, its #33 holding.
Simply Money Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 19 quarters since.
Simply Money Advisors's iShares S&P 500 Growth ETF position peaked at $94.7M in Q4 2015.
733 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2018.

Based on Simply Money Advisors's 13F filing for Q1 2018, filed 17 Apr 2018.