Baker Boyer National Bank’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
$831K Buy
3,133
+46
+1% +$12.7K 2.52% 8
2017
Q4
$830K Hold
3,087
2.5% 9
2017
Q3
$781K Buy
+3,087
New +$767K 2.58% 9

Other funds holding IVV

Baker Boyer National Bank's IVV Position: Q1 2018 in Review

Baker Boyer National Bank increased its iShares Core S&P 500 ETF (IVV) stake by 1.5% in Q1 2018, buying an estimated $12.7K and bringing the position to 3,133 shares worth $831K. The position accounts for 2.52% of the portfolio, ranked #8.

Baker Boyer National Bank first reported a position in IVV in Q3 2017 and has held it in 3 quarters since. 1,364 funds tracked by Wall St. Rank hold IVV as of Q1 2018.

  • Baker Boyer National Bank held 3,133 shares of iShares Core S&P 500 ETF worth $831K as of Q1 2018.
  • Baker Boyer National Bank bought 46 iShares Core S&P 500 ETF shares in Q1 2018, an estimated $12.7K.
  • iShares Core S&P 500 ETF made up 2.52% of Baker Boyer National Bank's portfolio in Q1 2018, its #8 holding.
  • Baker Boyer National Bank first reported a position in iShares Core S&P 500 ETF in Q3 2017 and has held it in 3 quarters since.
  • 1,364 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2018.

Based on Baker Boyer National Bank's 13F filing for Q1 2018, filed 19 Apr 2018.