WA
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Wealth Architects’s iShares S&P 500 Growth ETF IVW Stock Holding History

Wealth Architects’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
Q4 		– Sell
-18,600
Closed -$565K – 121
2016
Q3 		$565K Hold
18,600
– – 0.26% 51
2016
Q2 		$542K Hold
18,600
– – 0.26% 54
2016
Q1 		$539K Sell
18,600
-240
-1% -$6.6K 0.27% 53
2015
Q4 		$545K Buy
18,840
+1,800
+11% +$52.3K 0.27% 55
2015
Q3 		$459K Buy
+17,040
New +$484K 0.25% 61

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
SIM
Scottrade Investment Management Saint Louis, Missouri $1.84B AUM 11.16% 1-Year Est. Return

Wealth Architects's IVW Position: Q4 2016 in Review

Wealth Architects sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2016, closing a stake of 18,600 shares — an estimated $565K sold.

Wealth Architects first reported a position in IVW in Q3 2015 and held it in 5 quarters. The position peaked at $565K in Q3 2016. 550 funds tracked by Wall St. Rank hold IVW as of Q4 2016.

  • Wealth Architects reported no remaining iShares S&P 500 Growth ETF position as of Q4 2016 after selling out during the quarter.
  • Wealth Architects sold 18,600 iShares S&P 500 Growth ETF shares in Q4 2016, an estimated $565K.
  • Wealth Architects first reported a position in iShares S&P 500 Growth ETF in Q3 2015 and held it in 5 quarters.
  • Wealth Architects's iShares S&P 500 Growth ETF position peaked at $565K in Q3 2016.
  • 550 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2016.

Based on Wealth Architects's 13F filing for Q4 2016, filed 9 Feb 2017.