Aris Wealth Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Aris Wealth Services’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
2015 Q3	$903K	Buy	4,684 +818	+21%	+$167K	1.89%	14
2015 Q2	$801K	Buy	3,866 +58	+2%	+$12.3K	0.73%	46
2015 Q1	$791K	Buy	3,808 +460	+14%	+$95.6K	0.74%	44
2014 Q4	$693K	Buy	3,348 +351	+12%	+$71K	0.77%	47
2014 Q3	$594K	Buy	2,997 +705	+31%	+$140K	0.74%	49
2014 Q2	$452K	Sell	2,292 -5,001	-69%	-$957K	0.59%	69
2014 Q1	$1.37M	Buy	+7,293	New	+$1.35M	2.01%	10

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

Norinchukin Bank Tokyo, Japan $8.57B AUM 20.17% 1-Year Est. Return

PPA

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Aris Wealth Services's IVV Position: Q3 2015 in Review

Aris Wealth Services increased its iShares Core S&P 500 ETF (IVV) stake by 21% in Q3 2015, buying an estimated $167K and bringing the position to 4,684 shares worth $903K. The position accounts for 1.89% of the portfolio, ranked #14.

Aris Wealth Services first reported a position in IVV in Q1 2014 and has held it in 7 quarters since. The position peaked at $1.37M in Q1 2014. 810 funds tracked by Wall St. Rank hold IVV as of Q3 2015.

Aris Wealth Services held 4,684 shares of iShares Core S&P 500 ETF worth $903K as of Q3 2015.
Aris Wealth Services bought 818 iShares Core S&P 500 ETF shares in Q3 2015, an estimated $167K.
iShares Core S&P 500 ETF made up 1.89% of Aris Wealth Services's portfolio in Q3 2015, its #14 holding.
Aris Wealth Services first reported a position in iShares Core S&P 500 ETF in Q1 2014 and has held it in 7 quarters since.
Aris Wealth Services's iShares Core S&P 500 ETF position peaked at $1.37M in Q1 2014.
810 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.