Accurate Investment Solutions’s iShares Core S&P 500 ETF IVV Stock Holding History

Accurate Investment Solutions’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
2019 Q3	–	Sell	-7	Closed	-$2K	–	386
2019 Q2	$2K	Sell	7 -15	-68%	-$4.35K	﹤0.01%	347
2019 Q1	$6K	Hold	22	–	–	﹤0.01%	249
2018 Q4	$5K	Hold	22	–	–	﹤0.01%	231
2018 Q3	$6K	Sell	22 -28	-56%	-$8.03K	﹤0.01%	260
2018 Q2	$14K	Sell	50 -17	-25%	-$4.63K	0.01%	228
2018 Q1	$18K	Sell	67 -136	-67%	-$37.4K	0.01%	212
2017 Q4	$55K	Sell	203 -13,385	-99%	-$3.51M	0.04%	130
2017 Q3	$3.44M	Buy	13,588 +111	+0.8%	+$27.6K	2.59%	19
2017 Q2	$3.28M	Buy	13,477 +13,456	+64,076%	+$3.25M	2.7%	22
2017 Q1	$5K	Hold	21	–	–	﹤0.01%	230
2016 Q4	$5K	Hold	21	–	–	﹤0.01%	226
2016 Q3	$5K	Hold	21	–	–	﹤0.01%	221
2016 Q2	$5K	Sell	21 -213	-91%	-$44.4K	0.01%	220
2016 Q1	$48K	Sell	234 -17,458	-99%	-$3.42M	0.05%	154
2015 Q4	$3.63M	Buy	+17,692	New	+$3.65M	3.31%	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

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

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Accurate Investment Solutions's IVV Position: Q3 2019 in Review

Accurate Investment Solutions sold out of iShares Core S&P 500 ETF (IVV) in Q3 2019, closing a stake of 7 shares — an estimated $2K sold.

Accurate Investment Solutions first reported a position in IVV in Q4 2015 and held it in 15 quarters. The position peaked at $3.63M in Q4 2015. 1,659 funds tracked by Wall St. Rank hold IVV as of Q3 2019.

Accurate Investment Solutions reported no remaining iShares Core S&P 500 ETF position as of Q3 2019 after selling out during the quarter.
Accurate Investment Solutions sold 7 iShares Core S&P 500 ETF shares in Q3 2019, an estimated $2K.
Accurate Investment Solutions first reported a position in iShares Core S&P 500 ETF in Q4 2015 and held it in 15 quarters.
Accurate Investment Solutions's iShares Core S&P 500 ETF position peaked at $3.63M in Q4 2015.
1,659 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2019.

Based on Accurate Investment Solutions's 13F filing for Q3 2019, filed 10 Oct 2019.