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Bernicke Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Bernicke Wealth Management’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
2020
Q2 		– Sell
-1,160
Closed -$300K – 50
2020
Q1 		$300K Buy
+1,160
New +$355K 0.18% 43

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bernicke Wealth Management's IVV Position: Q2 2020 in Review

Bernicke Wealth Management sold out of iShares Core S&P 500 ETF (IVV) in Q2 2020, closing a stake of 1,160 shares — an estimated $300K sold.

Bernicke Wealth Management first reported a position in IVV in Q1 2020 and held it in 1 quarter. The position peaked at $300K in Q1 2020. 1,895 funds tracked by Wall St. Rank hold IVV as of Q2 2020.

  • Bernicke Wealth Management reported no remaining iShares Core S&P 500 ETF position as of Q2 2020 after selling out during the quarter.
  • Bernicke Wealth Management sold 1,160 iShares Core S&P 500 ETF shares in Q2 2020, an estimated $300K.
  • Bernicke Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2020 and held it in 1 quarter.
  • Bernicke Wealth Management's iShares Core S&P 500 ETF position peaked at $300K in Q1 2020.
  • 1,895 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2020.

Based on Bernicke Wealth Management's 13F filing for Q2 2020, filed 19 Aug 2020.