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Stancorp Investment Advisers’s iShares S&P 500 Growth ETF IVW Stock Holding History

Stancorp Investment Advisers’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
2015
Q1 		$4.73M Sell
166,028
-6,232
-4% -$177K 2.23% 6
2014
Q4 		$4.81M Buy
+172,260
New +$4.71M 2.2% 5

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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Stancorp Investment Advisers's IVW Position: Q1 2015 in Review

Stancorp Investment Advisers reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.6% in Q1 2015, selling an estimated $177K and leaving 166,028 shares worth $4.73M. The position accounts for 2.23% of the portfolio, ranked #6.

Stancorp Investment Advisers first reported a position in IVW in Q4 2014 and has held it in 2 quarters since. The position peaked at $4.81M in Q4 2014. 409 funds tracked by Wall St. Rank hold IVW as of Q1 2015.

  • Stancorp Investment Advisers held 166,028 shares of iShares S&P 500 Growth ETF worth $4.73M as of Q1 2015.
  • Stancorp Investment Advisers sold 6,232 iShares S&P 500 Growth ETF shares in Q1 2015, an estimated $177K.
  • iShares S&P 500 Growth ETF made up 2.23% of Stancorp Investment Advisers's portfolio in Q1 2015, its #6 holding.
  • Stancorp Investment Advisers first reported a position in iShares S&P 500 Growth ETF in Q4 2014 and has held it in 2 quarters since.
  • Stancorp Investment Advisers's iShares S&P 500 Growth ETF position peaked at $4.81M in Q4 2014.
  • 409 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2015.

Based on Stancorp Investment Advisers's 13F filing for Q1 2015, filed 13 May 2015.