Alta Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Alta Capital 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 Q1	–	Sell	-1,245	Closed	-$402K	–	91
2019 Q4	$402K	Buy	+1,245	New	+$385K	0.03%	71
2017 Q1	–	Sell	-935	Closed	-$210K	–	89
2016 Q4	$210K	Buy	+935	New	+$205K	0.02%	88

Other funds holding IVV

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

PPA

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

Alta Capital Management's IVV Position: Q1 2020 in Review

Alta Capital Management sold out of iShares Core S&P 500 ETF (IVV) in Q1 2020, closing a stake of 1,245 shares — an estimated $402K sold.

Alta Capital Management first reported a position in IVV in Q4 2016 and held it in 2 quarters. The position peaked at $402K in Q4 2019. 1,829 funds tracked by Wall St. Rank hold IVV as of Q1 2020.

Alta Capital Management reported no remaining iShares Core S&P 500 ETF position as of Q1 2020 after selling out during the quarter.
Alta Capital Management sold 1,245 iShares Core S&P 500 ETF shares in Q1 2020, an estimated $402K.
Alta Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2016 and held it in 2 quarters.
Alta Capital Management's iShares Core S&P 500 ETF position peaked at $402K in Q4 2019.
1,829 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2020.

Based on Alta Capital Management's 13F filing for Q1 2020, filed 6 May 2020.