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

Thor 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 Q4	–	Sell	-2,380	Closed	-$107K	–	127
2019 Q3	$107K	Buy	+2,380	New	+$108K	0.12%	163

Other funds holding IVW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Thor Advisors's IVW Position: Q4 2019 in Review

Thor Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2019, closing a stake of 2,380 shares — an estimated $107K sold.

Thor Advisors first reported a position in IVW in Q3 2019 and held it in 1 quarter. The position peaked at $107K in Q3 2019. 985 funds tracked by Wall St. Rank hold IVW as of Q4 2019.

Thor Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q4 2019 after selling out during the quarter.
Thor Advisors sold 2,380 iShares S&P 500 Growth ETF shares in Q4 2019, an estimated $107K.
Thor Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2019 and held it in 1 quarter.
Thor Advisors's iShares S&P 500 Growth ETF position peaked at $107K in Q3 2019.
985 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2019.

Based on Thor Advisors's 13F filing for Q4 2019, filed 18 Feb 2020.