TC
IVW icon

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

Trust Company’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
2025
Q3 		– Sell
-48
Closed -$5.29K – 415
2025
Q2 		$5.29K Hold
48
– – ﹤0.01% 349
2025
Q1 		$4.46K Hold
48
– – ﹤0.01% 372
2024
Q4 		$4.87K Buy
+48
New +$4.79K ﹤0.01% 346
2018
Q1 		– Sell
-1,320
Closed -$50K – 364
2017
Q4 		$50K Hold
1,320
– – 0.02% 162
2017
Q3 		$47K Buy
+1,320
New +$46.5K 0.03% 141
2015
Q4 		– Sell
-460
Closed -$12K – 363
2015
Q3 		$12K Hold
460
– – 0.01% 283
2015
Q2 		$13K Sell
460
-340
-43% -$9.85K 0.01% 275
2015
Q1 		$23K Buy
+800
New +$22.7K 0.01% 196

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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 $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return