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TI-Trust’s iShares Core S&P 500 ETF IVV Stock Holding History

TI-Trust’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$27K Buy
+83
New +$25.7K 0.03% 231

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

TI-Trust's IVV Position: Q4 2019 in Review

TI-Trust opened a new position in iShares Core S&P 500 ETF (IVV) in Q4 2019: 83 shares worth $27K. The stake represents 0.03% of the portfolio and ranks #231 among its holdings.

1,912 funds tracked by Wall St. Rank hold IVV as of Q4 2019.

  • TI-Trust held 83 shares of iShares Core S&P 500 ETF worth $27K as of Q4 2019.
  • iShares Core S&P 500 ETF was a new TI-Trust position in Q4 2019.
  • iShares Core S&P 500 ETF made up 0.03% of TI-Trust's portfolio in Q4 2019, its #231 holding.
  • 1,912 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2019.

Based on TI-Trust's 13F filing for Q4 2019, filed 7 Feb 2020.