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Strategic Capital Alternatives’s iShares S&P 500 Growth ETF IVW Stock Holding History

Strategic Capital Alternatives’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
2016
Q1 		$416K Buy
+14,368
New +$395K 6.6% 5
2015
Q3 		$22.6M Buy
837,284
+367,608
+78% +$10.4M 4.78% 1
2015
Q2 		$13.4M Buy
469,676
+7,192
+2% +$208K 3.22% 1
2015
Q1 		$13.2M Buy
462,484
+84,692
+22% +$2.4M 3.29% 1
2014
Q4 		$10.5M Sell
377,792
-5,032
-1% -$137K 4.1% 1
2014
Q3 		$10.2M Buy
+382,824
New +$10.2M 3.61% 1

Other funds holding IVW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Strategic Capital Alternatives's IVW Position: Q1 2016 in Review

Strategic Capital Alternatives opened a new position in iShares S&P 500 Growth ETF (IVW) in Q1 2016: 14,368 shares worth $416K. The stake represents 6.6% of the portfolio and ranks #5 among its holdings. This is a return to the name: Strategic Capital Alternatives previously reported a position in IVW as recently as Q3 2015.

Strategic Capital Alternatives first reported a position in IVW in Q3 2014 and has held it in 6 quarters since. The position peaked at $22.6M in Q3 2015. 486 funds tracked by Wall St. Rank hold IVW as of Q1 2016.

  • Strategic Capital Alternatives held 14,368 shares of iShares S&P 500 Growth ETF worth $416K as of Q1 2016.
  • iShares S&P 500 Growth ETF was a new Strategic Capital Alternatives position in Q1 2016.
  • iShares S&P 500 Growth ETF made up 6.6% of Strategic Capital Alternatives's portfolio in Q1 2016, its #5 holding.
  • Strategic Capital Alternatives first reported a position in iShares S&P 500 Growth ETF in Q3 2014 and has held it in 6 quarters since.
  • Strategic Capital Alternatives's iShares S&P 500 Growth ETF position peaked at $22.6M in Q3 2015.
  • 486 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2016.

Based on Strategic Capital Alternatives's 13F filing for Q1 2016, filed 17 May 2016.