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

TCG 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
2019 Q3	–	Sell	-1,428	Closed	-$65K	–	263
2019 Q2	$65K	Buy	+1,428	New	+$62.8K	0.06%	130

Other funds holding IVW

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

TCG Advisors's IVW Position: Q3 2019 in Review

TCG Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2019, closing a stake of 1,428 shares — an estimated $65K sold.

TCG Advisors first reported a position in IVW in Q2 2019 and held it in 1 quarter. The position peaked at $65K in Q2 2019. 866 funds tracked by Wall St. Rank hold IVW as of Q3 2019.

TCG Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q3 2019 after selling out during the quarter.
TCG Advisors sold 1,428 iShares S&P 500 Growth ETF shares in Q3 2019, an estimated $65K.
TCG Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2019 and held it in 1 quarter.
TCG Advisors's iShares S&P 500 Growth ETF position peaked at $65K in Q2 2019.
866 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2019.

Based on TCG Advisors's 13F filing for Q3 2019, filed 13 Nov 2019.