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Stifel Nicolaus & Co’s iShares S&P 500 Growth ETF IVW Stock Holding History

Stifel Nicolaus & Co’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 		$52.3M Buy
2,340,028
+533,840
+30% +$11.8M 0.87% 13
2013
Q2 		$37.9M Buy
+1,806,188
New +$38.3M 0.69% 25

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

Stifel Nicolaus & Co's IVW Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its iShares S&P 500 Growth ETF (IVW) stake by 30% in Q3 2013, buying an estimated $11.8M and bringing the position to 2,340,028 shares worth $52.3M. The position accounts for 0.87% of the portfolio, ranked #13.

Stifel Nicolaus & Co 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.

  • Stifel Nicolaus & Co held 2,340,028 shares of iShares S&P 500 Growth ETF worth $52.3M as of Q3 2013.
  • Stifel Nicolaus & Co bought 533,840 iShares S&P 500 Growth ETF shares in Q3 2013, an estimated $11.8M.
  • iShares S&P 500 Growth ETF made up 0.87% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #13 holding.
  • Stifel Nicolaus & Co 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 Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.