American Family Insurance Mutual Holding’s iShares Core S&P 500 ETF IVV Stock Holding History

American Family Insurance Mutual Holding’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 Q4	–	Sell	-314,723	Closed	-$106M	–	10
2020 Q3	$106M	Hold	314,723	–	–	6.7%	3
2020 Q2	$97.5M	Sell	314,723 -385,277	-55%	-$113M	8.06%	3
2020 Q1	$181M	Buy	+700,000	New	+$214M	51.43%	1

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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

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

IMCOOI

Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

American Family Insurance Mutual Holding's IVV Position: Q4 2020 in Review

American Family Insurance Mutual Holding sold out of iShares Core S&P 500 ETF (IVV) in Q4 2020, closing a stake of 314,723 shares — an estimated $106M sold.

American Family Insurance Mutual Holding first reported a position in IVV in Q1 2020 and held it in 3 quarters. The position peaked at $181M in Q1 2020. 2,172 funds tracked by Wall St. Rank hold IVV as of Q4 2020.

American Family Insurance Mutual Holding reported no remaining iShares Core S&P 500 ETF position as of Q4 2020 after selling out during the quarter.
American Family Insurance Mutual Holding sold 314,723 iShares Core S&P 500 ETF shares in Q4 2020, an estimated $106M.
American Family Insurance Mutual Holding first reported a position in iShares Core S&P 500 ETF in Q1 2020 and held it in 3 quarters.
American Family Insurance Mutual Holding's iShares Core S&P 500 ETF position peaked at $181M in Q1 2020.
2,172 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2020.

Based on American Family Insurance Mutual Holding's 13F filing for Q4 2020, filed 9 Feb 2021.