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Bellwether Investment Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Bellwether Investment Group’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
2017
Q4 		$241K Hold
897
– – 0.97% 50
2017
Q3 		$227K Hold
897
– – 1.07% 48
2017
Q2 		$218K Hold
897
– – 1.01% 51
2017
Q1 		$213K Sell
897
-183
-17% -$42.8K 0.56% 50
2016
Q4 		$243K Buy
+1,080
New +$237K 0.22% 112
2016
Q2 		$38K Buy
+181
New +$37.8K 0.04% 272

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bellwether Investment Group's IVV Position: Q4 2017 in Review

Bellwether Investment Group held its iShares Core S&P 500 ETF (IVV) position steady in Q4 2017 at 897 shares worth $241K. The position accounts for 0.97% of the portfolio, ranked #50.

Bellwether Investment Group first reported a position in IVV in Q2 2016 and has held it in 6 quarters since. The position peaked at $243K in Q4 2016. 1,353 funds tracked by Wall St. Rank hold IVV as of Q4 2017.

  • Bellwether Investment Group held 897 shares of iShares Core S&P 500 ETF worth $241K as of Q4 2017.
  • Bellwether Investment Group left its iShares Core S&P 500 ETF share count unchanged in Q4 2017.
  • iShares Core S&P 500 ETF made up 0.97% of Bellwether Investment Group's portfolio in Q4 2017, its #50 holding.
  • Bellwether Investment Group first reported a position in iShares Core S&P 500 ETF in Q2 2016 and has held it in 6 quarters since.
  • Bellwether Investment Group's iShares Core S&P 500 ETF position peaked at $243K in Q4 2016.
  • 1,353 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2017.

Based on Bellwether Investment Group's 13F filing for Q4 2017, filed 30 Jan 2018.