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Missouri Trust & Investment Company’s iShares S&P 500 Growth ETF IVW Stock Holding History

Missouri Trust & Investment Company’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
2024
Q2 		– Sell
-142
Closed -$12K – 409
2024
Q1 		$12K Hold
142
– – ﹤0.01% 292
2023
Q4 		$10.7K Hold
142
– – ﹤0.01% 294
2023
Q3 		$9.72K Hold
142
– – ﹤0.01% 293
2023
Q2 		$10K Buy
+142
New +$9.39K 0.01% 319

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Missouri Trust & Investment Company's IVW Position: Q2 2024 in Review

Missouri Trust & Investment Company sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2024, closing a stake of 142 shares — an estimated $12K sold.

Missouri Trust & Investment Company first reported a position in IVW in Q2 2023 and held it in 4 quarters. The position peaked at $12K in Q1 2024. 1,658 funds tracked by Wall St. Rank hold IVW as of Q2 2024.

  • Missouri Trust & Investment Company reported no remaining iShares S&P 500 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Missouri Trust & Investment Company sold 142 iShares S&P 500 Growth ETF shares in Q2 2024, an estimated $12K.
  • Missouri Trust & Investment Company first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and held it in 4 quarters.
  • Missouri Trust & Investment Company's iShares S&P 500 Growth ETF position peaked at $12K in Q1 2024.
  • 1,658 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2024.

Based on Missouri Trust & Investment Company's 13F filing for Q2 2024, filed 14 Aug 2024.