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

Stifel Trust’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
2014
Q3 		$88K Hold
3,276
– – 0.02% 231
2014
Q2 		$87K Hold
3,276
– – 0.02% 227
2014
Q1 		$82K Hold
3,276
– – 0.02% 228
2013
Q4 		$81K Hold
3,276
– – 0.02% 228
2013
Q3 		$74K Buy
+3,276
New +$72.3K 0.01% 238

Other funds holding IVW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 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
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
TT
Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return

Stifel Trust's IVW Position: Q3 2014 in Review

Stifel Trust held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2014 at 3,276 shares worth $88K. The position accounts for 0.02% of the portfolio, ranked #231.

Stifel Trust first reported a position in IVW in Q3 2013 and has held it in 5 quarters since. 347 funds tracked by Wall St. Rank hold IVW as of Q3 2014.

  • Stifel Trust held 3,276 shares of iShares S&P 500 Growth ETF worth $88K as of Q3 2014.
  • Stifel Trust left its iShares S&P 500 Growth ETF share count unchanged in Q3 2014.
  • iShares S&P 500 Growth ETF made up 0.02% of Stifel Trust's portfolio in Q3 2014, its #231 holding.
  • Stifel Trust first reported a position in iShares S&P 500 Growth ETF in Q3 2013 and has held it in 5 quarters since.
  • 347 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.