Atherton Lane Advisers’s iShares Core S&P 500 ETF IVV Stock Holding History

Atherton Lane Advisers’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 Q4	$1.3M	Buy	6,347 +1,590	+33%	+$328K	0.08%	89
2015 Q3	$917K	Hold	4,757	–	–	0.06%	104
2015 Q2	$986K	Sell	4,757 -35	-0.7%	-$7.41K	0.05%	106
2015 Q1	$996K	Sell	4,792 -115	-2%	-$23.9K	0.05%	116
2014 Q4	$1.01M	Buy	4,907 +59	+1%	+$11.9K	0.06%	116
2014 Q3	$961K	Buy	4,848 +675	+16%	+$134K	0.05%	119
2014 Q2	$822K	Buy	+4,173	New	+$798K	0.05%	137

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $2.2B AUM 1.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return

PPA

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

Atherton Lane Advisers's IVV Position: Q4 2015 in Review

Atherton Lane Advisers increased its iShares Core S&P 500 ETF (IVV) stake by 33% in Q4 2015, buying an estimated $328K and bringing the position to 6,347 shares worth $1.3M. The position accounts for 0.08% of the portfolio, ranked #89.

Atherton Lane Advisers first reported a position in IVV in Q2 2014 and has held it in 7 quarters since. 906 funds tracked by Wall St. Rank hold IVV as of Q4 2015.

Atherton Lane Advisers held 6,347 shares of iShares Core S&P 500 ETF worth $1.3M as of Q4 2015.
Atherton Lane Advisers bought 1,590 iShares Core S&P 500 ETF shares in Q4 2015, an estimated $328K.
iShares Core S&P 500 ETF made up 0.08% of Atherton Lane Advisers's portfolio in Q4 2015, its #89 holding.
Atherton Lane Advisers first reported a position in iShares Core S&P 500 ETF in Q2 2014 and has held it in 7 quarters since.
906 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.