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Aevitas Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Aevitas Wealth 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
2019
Q2 		– Sell
-7
Closed -$1K – 206
2019
Q1 		$1K Buy
+7
New +$1.91K ﹤0.01% 361

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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Aevitas Wealth Management's IVV Position: Q2 2019 in Review

Aevitas Wealth Management sold out of iShares Core S&P 500 ETF (IVV) in Q2 2019, closing a stake of 7 shares — an estimated $1K sold.

Aevitas Wealth Management first reported a position in IVV in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 1,627 funds tracked by Wall St. Rank hold IVV as of Q2 2019.

  • Aevitas Wealth Management reported no remaining iShares Core S&P 500 ETF position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 7 iShares Core S&P 500 ETF shares in Q2 2019, an estimated $1K.
  • Aevitas Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2019 and held it in 1 quarter.
  • Aevitas Wealth Management's iShares Core S&P 500 ETF position peaked at $1K in Q1 2019.
  • 1,627 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.