Stanford Investment Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Stanford Investment Group’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 Q1	–	Sell	-4,680	Closed	-$142K	–	151
2016 Q4	$142K	Hold	4,680	–	–	0.07%	68
2016 Q3	$142K	Hold	4,680	–	–	0.07%	71
2016 Q2	$136K	Hold	4,680	–	–	0.07%	74
2016 Q1	$136K	Buy	4,680 +2,188	+88%	+$60.2K	0.08%	74
2015 Q4	$72K	Hold	2,492	–	–	0.04%	104
2015 Q3	$67K	Hold	2,492	–	–	0.05%	102
2015 Q2	$71K	Sell	2,492 -4,076	-62%	-$118K	0.05%	108
2015 Q1	$187K	Buy	6,568 +16	+0.2%	+$454	0.15%	52
2014 Q4	$183K	Buy	+6,552	New	+$179K	0.15%	53

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 29.2% 1-Year Est. Return

SIM

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Stanford Investment Group's IVW Position: Q1 2017 in Review

Stanford Investment Group sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2017, closing a stake of 4,680 shares — an estimated $142K sold.

Stanford Investment Group first reported a position in IVW in Q4 2014 and held it in 9 quarters. The position peaked at $187K in Q1 2015. 573 funds tracked by Wall St. Rank hold IVW as of Q1 2017.

Stanford Investment Group reported no remaining iShares S&P 500 Growth ETF position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 4,680 iShares S&P 500 Growth ETF shares in Q1 2017, an estimated $142K.
Stanford Investment Group first reported a position in iShares S&P 500 Growth ETF in Q4 2014 and held it in 9 quarters.
Stanford Investment Group's iShares S&P 500 Growth ETF position peaked at $187K in Q1 2015.
573 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.