3D Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

3D Asset Management’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	$664K	Buy	1,977 +14	+0.7%	+$4.66K	0.18%	30
2020 Q2	$608K	Sell	1,963 -146	-7%	-$42.9K	0.17%	33
2020 Q1	$545K	Sell	2,109 -840	-28%	-$257K	0.16%	30
2019 Q4	$953K	Sell	2,949 -49	-2%	-$15.2K	0.22%	25
2019 Q3	$895K	Sell	2,998 -129	-4%	-$38.3K	0.21%	26
2019 Q2	$922K	Sell	3,127 -611	-16%	-$177K	0.22%	26
2019 Q1	$1.06M	Sell	3,738 -1,055	-22%	-$288K	0.25%	23
2018 Q4	$1.21M	Buy	4,793 +1,359	+40%	+$369K	0.31%	23
2018 Q3	$1M	Sell	3,434 -160	-4%	-$45.9K	0.23%	24
2018 Q2	$981K	Sell	3,594 -376	-9%	-$102K	0.23%	24
2018 Q1	$1.05M	Sell	3,970 -432	-10%	-$119K	0.25%	23
2017 Q4	$1.18M	Sell	4,402 -116	-3%	-$30.4K	0.28%	23
2017 Q3	$1.14M	Sell	4,518 -102	-2%	-$25.3K	0.27%	23
2017 Q2	$1.13M	Sell	4,620 -63	-1%	-$15.2K	0.29%	23
2017 Q1	$1.11M	Sell	4,683 -695	-13%	-$163K	0.29%	24
2016 Q4	$1.21M	Sell	5,378 -1,344	-20%	-$295K	0.32%	25
2016 Q3	$1.46M	Sell	6,722 -343	-5%	-$74.6K	0.39%	23
2016 Q2	$1.49M	Sell	7,065 -332	-4%	-$69.3K	0.41%	26
2016 Q1	$1.53M	Sell	7,397 -363	-5%	-$71.2K	0.43%	25
2015 Q4	$1.59M	Sell	7,760 -412	-5%	-$85.1K	0.47%	22
2015 Q3	$1.57M	Sell	8,172 -367	-4%	-$74.9K	0.48%	22
2015 Q2	$1.77M	Sell	8,539 -263	-3%	-$55.7K	0.53%	22
2015 Q1	$1.83M	Sell	8,802 -1,310	-13%	-$272K	0.55%	21
2014 Q4	$2.09M	Sell	10,112 -1,320	-12%	-$267K	0.64%	21
2014 Q3	$2.27M	Sell	11,432 -3,309	-22%	-$658K	0.69%	25
2014 Q2	$2.9M	Sell	14,741 -563	-4%	-$108K	0.84%	17
2014 Q1	$2.88M	Sell	15,304 -1,568	-9%	-$290K	0.86%	18
2013 Q4	$3.13M	Sell	16,872 -594	-3%	-$106K	0.95%	18
2013 Q3	$2.95M	Sell	17,466 -84,196	-83%	-$14.2M	0.96%	18
2013 Q2	$16.4M	Buy	+101,662	New	+$16.5M	5.5%	5

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

3D Asset Management's IVV Position: Q3 2020 in Review

3D Asset Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.71% in Q3 2020, buying an estimated $4.66K and bringing the position to 1,977 shares worth $664K. The position accounts for 0.18% of the portfolio, ranked #30.

3D Asset Management first reported a position in IVV in Q2 2013 and has held it in 30 quarters since. The position peaked at $16.4M in Q2 2013. 1,938 funds tracked by Wall St. Rank hold IVV as of Q3 2020.

3D Asset Management held 1,977 shares of iShares Core S&P 500 ETF worth $664K as of Q3 2020.
3D Asset Management bought 14 iShares Core S&P 500 ETF shares in Q3 2020, an estimated $4.66K.
iShares Core S&P 500 ETF made up 0.18% of 3D Asset Management's portfolio in Q3 2020, its #30 holding.
3D Asset Management first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 30 quarters since.
3D Asset Management's iShares Core S&P 500 ETF position peaked at $16.4M in Q2 2013.
1,938 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2020.

Based on 3D Asset Management's 13F filing for Q3 2020, filed 9 Nov 2020.