AMP Capital Investors’s iShares Core S&P 500 ETF IVV Stock Holding History

AMP Capital Investors’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
2021 Q3	–	Sell	-2,100	Closed	-$901K	–	1148
2021 Q2	$901K	Sell	2,100 -11,886	-85%	-$4.98M	﹤0.01%	866
2021 Q1	$5.56M	Sell	13,986 -1,600	-10%	-$619K	0.03%	577
2020 Q4	$5.82M	Buy	15,586 +100	+0.6%	+$35.6K	0.03%	538
2020 Q3	$5.17M	Buy	15,486 +10,986	+244%	+$3.66M	0.03%	515
2020 Q2	$1.38M	Buy	+4,500	New	+$1.32M	0.01%	767
2019 Q4	–	Sell	-11,500	Closed	-$3.42M	–	1219
2019 Q3	$3.42M	Buy	11,500 +6,900	+150%	+$2.05M	0.02%	637
2019 Q2	$1.35M	Buy	+4,600	New	+$1.33M	0.01%	840
2013 Q3	–	Sell	-8,918	Closed	-$1.44M	–	1247
2013 Q2	$1.44M	Buy	+8,918	New	+$1.44M	0.01%	798

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

AMP Capital Investors's IVV Position: Q3 2021 in Review

AMP Capital Investors sold out of iShares Core S&P 500 ETF (IVV) in Q3 2021, closing a stake of 2,100 shares — an estimated $901K sold.

AMP Capital Investors first reported a position in IVV in Q2 2013 and held it in 8 quarters. The position peaked at $5.82M in Q4 2020. 2,258 funds tracked by Wall St. Rank hold IVV as of Q3 2021.

AMP Capital Investors reported no remaining iShares Core S&P 500 ETF position as of Q3 2021 after selling out during the quarter.
AMP Capital Investors sold 2,100 iShares Core S&P 500 ETF shares in Q3 2021, an estimated $901K.
AMP Capital Investors first reported a position in iShares Core S&P 500 ETF in Q2 2013 and held it in 8 quarters.
AMP Capital Investors's iShares Core S&P 500 ETF position peaked at $5.82M in Q4 2020.
2,258 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2021.

Based on AMP Capital Investors's 13F filing for Q3 2021, filed 15 Nov 2021.