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

Winfield Associates’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
Q1 		– Sell
-4,000
Closed -$112K – 299
2014
Q4 		$112K Sell
4,000
-3,408
-46% -$93.1K 0.08% 133
2014
Q3 		$198K Hold
7,408
– – 0.15% 116
2014
Q2 		$194K Buy
+7,408
New +$188K 0.14% 120

Other funds holding IVW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 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
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
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Winfield Associates's IVW Position: Q1 2015 in Review

Winfield Associates sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2015, closing a stake of 4,000 shares — an estimated $112K sold.

Winfield Associates first reported a position in IVW in Q2 2014 and held it in 3 quarters. The position peaked at $198K in Q3 2014. 409 funds tracked by Wall St. Rank hold IVW as of Q1 2015.

  • Winfield Associates reported no remaining iShares S&P 500 Growth ETF position as of Q1 2015 after selling out during the quarter.
  • Winfield Associates sold 4,000 iShares S&P 500 Growth ETF shares in Q1 2015, an estimated $112K.
  • Winfield Associates first reported a position in iShares S&P 500 Growth ETF in Q2 2014 and held it in 3 quarters.
  • Winfield Associates's iShares S&P 500 Growth ETF position peaked at $198K in Q3 2014.
  • 409 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2015.

Based on Winfield Associates's 13F filing for Q1 2015, filed 6 May 2015.