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American Economic Planning Group’s iShares Core S&P 500 ETF IVV Stock Holding History

American Economic Planning Group’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 		$507K Sell
1,698
-36
-2% -$10.7K 0.14% 54
2019
Q2 		$511K Hold
1,734
– – 0.15% 51
2019
Q1 		$493K Sell
1,734
-3,192
-65% -$873K 0.15% 48
2018
Q4 		$1.24M Sell
4,926
-1,126
-19% -$306K 0.4% 21
2018
Q3 		$1.77M Buy
6,052
+3
+0% +$860 0.63% 13
2018
Q2 		$1.65M Buy
6,049
+785
+15% +$214K 0.61% 12
2018
Q1 		$1.4M Sell
5,264
-136
-3% -$37.4K 0.51% 20
2017
Q4 		$1.45M Sell
5,400
-1,005
-16% -$263K 0.53% 18
2017
Q3 		$1.62M Sell
6,405
-253
-4% -$62.8K 0.61% 11
2017
Q2 		$1.62M Sell
6,658
-3,581
-35% -$864K 0.64% 12
2017
Q1 		$2.43M Sell
10,239
-903
-8% -$211K 0.98% 9
2016
Q4 		$2.51M Buy
11,142
+668
+6% +$147K 1.07% 9
2016
Q3 		$2.28M Buy
10,474
+596
+6% +$130K 0.91% 10
2016
Q2 		$2.08M Buy
9,878
+5,569
+129% +$1.16M 0.84% 10
2016
Q1 		$890K Buy
4,309
+195
+5% +$38.3K 0.36% 22
2015
Q4 		$843K Buy
4,114
+303
+8% +$62.6K 0.33% 20
2015
Q3 		$735K Sell
3,811
-4
-0.1% -$816 0.32% 21
2015
Q2 		$791K Buy
3,815
+200
+6% +$42.3K 0.33% 21
2015
Q1 		$751K Buy
3,615
+1,941
+116% +$403K 0.28% 21
2014
Q4 		$346K Buy
+1,674
New +$339K 0.13% 27

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
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
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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Creative Planning
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

American Economic Planning Group's IVV Position: Q3 2019 in Review

American Economic Planning Group reduced its iShares Core S&P 500 ETF (IVV) stake by 2.1% in Q3 2019, selling an estimated $10.7K and leaving 1,698 shares worth $507K. The position accounts for 0.14% of the portfolio, ranked #54.

American Economic Planning Group first reported a position in IVV in Q4 2014 and has held it in 20 quarters since. The position peaked at $2.51M in Q4 2016. 1,660 funds tracked by Wall St. Rank hold IVV as of Q3 2019.

  • American Economic Planning Group held 1,698 shares of iShares Core S&P 500 ETF worth $507K as of Q3 2019.
  • American Economic Planning Group sold 36 iShares Core S&P 500 ETF shares in Q3 2019, an estimated $10.7K.
  • iShares Core S&P 500 ETF made up 0.14% of American Economic Planning Group's portfolio in Q3 2019, its #54 holding.
  • American Economic Planning Group first reported a position in iShares Core S&P 500 ETF in Q4 2014 and has held it in 20 quarters since.
  • American Economic Planning Group's iShares Core S&P 500 ETF position peaked at $2.51M in Q4 2016.
  • 1,660 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.