Twin Tree Management
IVW icon

Twin Tree Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Twin Tree Management’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
2024
Q3 		– Sell
-95
Closed -$8.79K – 1649
2024
Q2 		$8.79K Buy
+95
New +$8.19K ﹤0.01% 1227
2023
Q4 		– Sell
-1,944
Closed -$133K – 1478
2023
Q3 		$133K Sell
1,944
-64,890
-97% -$4.59M ﹤0.01% 1099
2023
Q2 		$4.71M Buy
+66,834
New +$4.42M 0.01% 765

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 $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Twin Tree Management's IVW Position: Q3 2024 in Review

Twin Tree Management sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2024, closing a stake of 95 shares — an estimated $8.79K sold.

Twin Tree Management first reported a position in IVW in Q2 2023 and held it in 3 quarters. The position peaked at $4.71M in Q2 2023. 1,701 funds tracked by Wall St. Rank hold IVW as of Q3 2024.

  • Twin Tree Management reported no remaining iShares S&P 500 Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Twin Tree Management sold 95 iShares S&P 500 Growth ETF shares in Q3 2024, an estimated $8.79K.
  • Twin Tree Management first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and held it in 3 quarters.
  • Twin Tree Management's iShares S&P 500 Growth ETF position peaked at $4.71M in Q2 2023.
  • 1,701 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2024.

Based on Twin Tree Management's 13F filing for Q3 2024, filed 13 Nov 2024.