Fortis Group Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Fortis Group Advisors’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
2020 Q3	$273K	Buy	+4,732	New	+$268K	0.05%	157

Other funds holding IVW

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Fortis Group Advisors's IVW Position: Q3 2020 in Review

Fortis Group Advisors opened a new position in iShares S&P 500 Growth ETF (IVW) in Q3 2020: 4,732 shares worth $273K. The stake represents 0.05% of the portfolio and ranks #157 among its holdings.

1,008 funds tracked by Wall St. Rank hold IVW as of Q3 2020.

Fortis Group Advisors held 4,732 shares of iShares S&P 500 Growth ETF worth $273K as of Q3 2020.
iShares S&P 500 Growth ETF was a new Fortis Group Advisors position in Q3 2020.
iShares S&P 500 Growth ETF made up 0.05% of Fortis Group Advisors's portfolio in Q3 2020, its #157 holding.
1,008 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2020.

Based on Fortis Group Advisors's 13F filing for Q3 2020, filed 17 Nov 2020.