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Strategic Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Strategic Wealth Management’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
Q4 		– Sell
-48,040
Closed -$1.28M – 52
2014
Q3 		$1.28M Buy
+48,040
New +$1.28M 1.34% 18

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
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
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 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

Strategic Wealth Management's IVW Position: Q4 2014 in Review

Strategic Wealth Management sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2014, closing a stake of 48,040 shares — an estimated $1.28M sold.

Strategic Wealth Management first reported a position in IVW in Q3 2014 and held it in 1 quarter. The position peaked at $1.28M in Q3 2014. 401 funds tracked by Wall St. Rank hold IVW as of Q4 2014.

  • Strategic Wealth Management reported no remaining iShares S&P 500 Growth ETF position as of Q4 2014 after selling out during the quarter.
  • Strategic Wealth Management sold 48,040 iShares S&P 500 Growth ETF shares in Q4 2014, an estimated $1.28M.
  • Strategic Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q3 2014 and held it in 1 quarter.
  • Strategic Wealth Management's iShares S&P 500 Growth ETF position peaked at $1.28M in Q3 2014.
  • 401 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2014.

Based on Strategic Wealth Management's 13F filing for Q4 2014, filed 26 Jan 2015.