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

Yellowstone Partners’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 Q3	$278K	Buy	+9,152	New	+$277K	0.1%	173

Other funds holding IVW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

SIM

Scottrade Investment Management Saint Louis, Missouri $1.84B AUM 11.16% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Yellowstone Partners's IVW Position: Q3 2016 in Review

Yellowstone Partners opened a new position in iShares S&P 500 Growth ETF (IVW) in Q3 2016: 9,152 shares worth $278K. The stake represents 0.1% of the portfolio and ranks #173 among its holdings.

496 funds tracked by Wall St. Rank hold IVW as of Q3 2016.

Yellowstone Partners held 9,152 shares of iShares S&P 500 Growth ETF worth $278K as of Q3 2016.
iShares S&P 500 Growth ETF was a new Yellowstone Partners position in Q3 2016.
iShares S&P 500 Growth ETF made up 0.1% of Yellowstone Partners's portfolio in Q3 2016, its #173 holding.
496 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2016.

Based on Yellowstone Partners's 13F filing for Q3 2016, filed 27 Oct 2016.