11A
IVV icon

10-15 Associates’s iShares Core S&P 500 ETF IVV Stock Holding History

10-15 Associates’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
2020
Q3 		$1.05M Buy
+3,133
New +$1.04M 0.2% 66

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

10-15 Associates's IVV Position: Q3 2020 in Review

10-15 Associates opened a new position in iShares Core S&P 500 ETF (IVV) in Q3 2020: 3,133 shares worth $1.05M. The stake represents 0.2% of the portfolio and ranks #66 among its holdings.

1,938 funds tracked by Wall St. Rank hold IVV as of Q3 2020.

  • 10-15 Associates held 3,133 shares of iShares Core S&P 500 ETF worth $1.05M as of Q3 2020.
  • iShares Core S&P 500 ETF was a new 10-15 Associates position in Q3 2020.
  • iShares Core S&P 500 ETF made up 0.2% of 10-15 Associates's portfolio in Q3 2020, its #66 holding.
  • 1,938 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2020.

Based on 10-15 Associates's 13F filing for Q3 2020, filed 13 Oct 2020.