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Tilia Fiduciary Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Tilia Fiduciary Partners’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
2022
Q4 		– Sell
-322
Closed -$18K – 523
2022
Q3 		$18K Sell
322
-138
-30% -$8.97K 0.02% 298
2022
Q2 		$28K Hold
460
– – 0.03% 261
2022
Q1 		$35K Hold
460
– – 0.03% 249
2021
Q4 		$38K Buy
+460
New +$37.1K 0.03% 249

Other funds holding IVW

JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $530B AUM 22.01% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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 $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Tilia Fiduciary Partners's IVW Position: Q4 2022 in Review

Tilia Fiduciary Partners sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2022, closing a stake of 322 shares — an estimated $18K sold.

Tilia Fiduciary Partners first reported a position in IVW in Q4 2021 and held it in 4 quarters. The position peaked at $38K in Q4 2021. 1,261 funds tracked by Wall St. Rank hold IVW as of Q4 2022.

  • Tilia Fiduciary Partners reported no remaining iShares S&P 500 Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 322 iShares S&P 500 Growth ETF shares in Q4 2022, an estimated $18K.
  • Tilia Fiduciary Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and held it in 4 quarters.
  • Tilia Fiduciary Partners's iShares S&P 500 Growth ETF position peaked at $38K in Q4 2021.
  • 1,261 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2022.

Based on Tilia Fiduciary Partners's 13F filing for Q4 2022, filed 10 Feb 2023.