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

TI-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
2019 Q4	$53K	Buy	+1,096	New	+$50.8K	0.05%	185

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

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

TI-Trust opened a new position in iShares S&P 500 Growth ETF (IVW) in Q4 2019: 1,096 shares worth $53K. The stake represents 0.05% of the portfolio and ranks #185 among its holdings.

985 funds tracked by Wall St. Rank hold IVW as of Q4 2019.

TI-Trust held 1,096 shares of iShares S&P 500 Growth ETF worth $53K as of Q4 2019.
iShares S&P 500 Growth ETF was a new TI-Trust position in Q4 2019.
iShares S&P 500 Growth ETF made up 0.05% of TI-Trust's portfolio in Q4 2019, its #185 holding.
985 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2019.

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