ST
IVW icon

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

Sentinel 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
2023
Q1 		– Sell
-4,618
Closed -$270K – 134
2022
Q4 		$270K Hold
4,618
– – 0.04% 93
2022
Q3 		$267K Hold
4,618
– – 0.04% 96
2022
Q2 		$279K Hold
4,618
– – 0.04% 98
2022
Q1 		$353K Hold
4,618
– – 0.04% 105
2021
Q4 		$386K Buy
+4,618
New +$372K 0.05% 104
2014
Q1 		– Sell
-60,380
Closed -$1.49M – 145
2013
Q4 		$1.49M Sell
60,380
-1,060
-2% -$25K 0.41% 70
2013
Q3 		$1.37M Sell
61,440
-6,880
-10% -$152K 0.41% 69
2013
Q2 		$1.44M Buy
+68,320
New +$1.45M 0.43% 66

Other funds holding IVW

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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 $501B AUM 22.01% 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 $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return