Scottrade Investment Management holdings history

8 is the total number of securities Scottrade Investment Management has owned. The longest Scottrade Investment Management has owned a single stock is 8 quarters.

Scottrade Investment Management historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
IVW iShares S&P 500 Growth8823.17%31.27%39.07%Q4 2015Q3 20178
IVE iShares S&P 500 Value8820.26%26.22%31.86%Q4 2015Q3 20178
AGG iShares Core US Aggreg...8815.19%23.33%30.54%Q4 2015Q3 20178
IEFA iShares Tr Core MSCI EAFE5512.23%14.05%16.73%Q3 2016Q3 20175
IJH iShares Core S&P Mid-Cap449.31%10.44%12.84%Q4 2016Q3 20174
HYG iShares iBoxx $ High Y...336.95%7.49%8.06%Q1 2017Q3 20173
TIP iShares TIPS Bond226.34%6.58%6.83%Q2 2017Q3 20172
IJR iShares Core S&P Small...115.67%5.67%5.67%Q3 2017Q3 20171

The securities at the top of the list , including iShares S&P 500 Growth, iShares S&P 500 Value, and iShares Core US Aggregate Bond, are the highest-conviction holdings of Scottrade Investment Management.

The conviction is calculated by counting the number of quarters a security has been reported by Scottrade Investment Management. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Scottrade Investment Management owns currently or has owned in the past.