AT
IVV icon

Arden Trust’s iShares Core S&P 500 ETF IVV Stock Holding History

Arden Trust’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
-1,692
Closed -$481K – 366
2019
Q1 		$481K Sell
1,692
-157
-8% -$42.9K 0.08% 233
2018
Q4 		$465K Hold
1,849
– – 0.08% 208
2018
Q3 		$541K Sell
1,849
-843
-31% -$242K 0.08% 214
2018
Q2 		$735K Sell
2,692
-127
-5% -$34.5K 0.12% 171
2018
Q1 		$748K Hold
2,819
– – 0.12% 177
2017
Q4 		$758K Hold
2,819
– – 0.11% 170
2017
Q3 		$713K Buy
2,819
+104
+4% +$25.8K 0.11% 187
2017
Q2 		$660K Hold
2,715
– – 0.1% 192
2017
Q1 		$644K Hold
2,715
– – 0.1% 186
2016
Q4 		$611K Hold
2,715
– – 0.09% 201
2016
Q3 		$591K Buy
+2,715
New +$591K 0.09% 202
2015
Q1 		– Sell
-3,030
Closed -$627K – 447
2014
Q4 		$627K Buy
3,030
+335
+12% +$67.8K 0.09% 205
2014
Q3 		$535K Hold
2,695
– – 0.07% 224
2014
Q2 		$531K Hold
2,695
– – 0.07% 205
2014
Q1 		$507K Sell
2,695
-740
-22% -$137K 0.06% 227
2013
Q4 		$638K Buy
+3,435
New +$611K 0.08% 201
2013
Q3 		– Sell
-1,399
Closed -$225K – 311
2013
Q2 		$225K Buy
+1,399
New +$227K 0.03% 289

Other funds holding IVV

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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
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 $1.47T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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