INR Advisory Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

INR Advisory Services’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
2019 Q1	$4K	Hold	100	–	–	﹤0.01%	51
2018 Q4	$4K	Buy	+100	New	+$4.05K	﹤0.01%	56

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

INR Advisory Services's IVW Position: Q1 2019 in Review

INR Advisory Services held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2019 at 100 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #51.

INR Advisory Services first reported a position in IVW in Q4 2018 and has held it in 2 quarters since. 853 funds tracked by Wall St. Rank hold IVW as of Q1 2019.

INR Advisory Services held 100 shares of iShares S&P 500 Growth ETF worth $4K as of Q1 2019.
INR Advisory Services left its iShares S&P 500 Growth ETF share count unchanged in Q1 2019.
iShares S&P 500 Growth ETF made up ﹤0.01% of INR Advisory Services's portfolio in Q1 2019, its #51 holding.
INR Advisory Services first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 2 quarters since.
853 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2019.

Based on INR Advisory Services's 13F filing for Q1 2019, filed 22 Apr 2019.