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

Wealthfront’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
2015
Q4 		– Sell
-184
Closed -$5K – 660
2015
Q3 		$5K Sell
184
-88
-32% -$2.5K ﹤0.01% 1104
2015
Q2 		$8K Buy
272
+88
+48% +$2.55K ﹤0.01% 909
2015
Q1 		$5K Buy
+184
New +$5.22K ﹤0.01% 790

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 29.18% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wealthfront's IVW Position: Q4 2015 in Review

Wealthfront sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2015, closing a stake of 184 shares — an estimated $5K sold.

Wealthfront first reported a position in IVW in Q1 2015 and held it in 3 quarters. The position peaked at $8K in Q2 2015. 481 funds tracked by Wall St. Rank hold IVW as of Q4 2015.

  • Wealthfront reported no remaining iShares S&P 500 Growth ETF position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 184 iShares S&P 500 Growth ETF shares in Q4 2015, an estimated $5K.
  • Wealthfront first reported a position in iShares S&P 500 Growth ETF in Q1 2015 and held it in 3 quarters.
  • Wealthfront's iShares S&P 500 Growth ETF position peaked at $8K in Q2 2015.
  • 481 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.