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Horizon Bancorp’s iShares S&P 500 Growth ETF IVW Stock Holding History

Horizon Bancorp’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 		$6K Sell
100
-172
-63% -$9.73K 0.01% 221
2020
Q2 		$14K Hold
272
– – 0.02% 201
2020
Q1 		$11K Hold
272
– – 0.02% 218
2019
Q4 		$13K Buy
+272
New +$12.6K 0.01% 234

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Horizon Bancorp's IVW Position: Q3 2020 in Review

Horizon Bancorp reduced its iShares S&P 500 Growth ETF (IVW) stake by 63% in Q3 2020, selling an estimated $9.73K and leaving 100 shares worth $6K. The position accounts for 0.01% of the portfolio, ranked #221.

Horizon Bancorp first reported a position in IVW in Q4 2019 and has held it in 4 quarters since. The position peaked at $14K in Q2 2020. 1,008 funds tracked by Wall St. Rank hold IVW as of Q3 2020.

  • Horizon Bancorp held 100 shares of iShares S&P 500 Growth ETF worth $6K as of Q3 2020.
  • Horizon Bancorp sold 172 iShares S&P 500 Growth ETF shares in Q3 2020, an estimated $9.73K.
  • iShares S&P 500 Growth ETF made up 0.01% of Horizon Bancorp's portfolio in Q3 2020, its #221 holding.
  • Horizon Bancorp first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 4 quarters since.
  • Horizon Bancorp's iShares S&P 500 Growth ETF position peaked at $14K in Q2 2020.
  • 1,008 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2020.

Based on Horizon Bancorp's 13F filing for Q3 2020, filed 12 Nov 2020.