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Country Club Trust’s iShares S&P 500 Growth ETF IVW Stock Holding History

Country Club Trust’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
2021
Q4 		$408K Sell
4,848
-2,400
-33% -$193K 0.03% 218
2021
Q3 		$540K Buy
+7,248
New +$553K 0.05% 198

Other funds holding IVW

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Country Club Trust's IVW Position: Q4 2021 in Review

Country Club Trust reduced its iShares S&P 500 Growth ETF (IVW) stake by 33% in Q4 2021, selling an estimated $193K and leaving 4,848 shares worth $408K. The position accounts for 0.03% of the portfolio, ranked #218.

Country Club Trust first reported a position in IVW in Q3 2021 and has held it in 2 quarters since. The position peaked at $540K in Q3 2021. 1,348 funds tracked by Wall St. Rank hold IVW as of Q4 2021.

  • Country Club Trust held 4,848 shares of iShares S&P 500 Growth ETF worth $408K as of Q4 2021.
  • Country Club Trust sold 2,400 iShares S&P 500 Growth ETF shares in Q4 2021, an estimated $193K.
  • iShares S&P 500 Growth ETF made up 0.03% of Country Club Trust's portfolio in Q4 2021, its #218 holding.
  • Country Club Trust first reported a position in iShares S&P 500 Growth ETF in Q3 2021 and has held it in 2 quarters since.
  • Country Club Trust's iShares S&P 500 Growth ETF position peaked at $540K in Q3 2021.
  • 1,348 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2021.

Based on Country Club Trust's 13F filing for Q4 2021, filed 21 Jan 2022.