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BHK Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

BHK Investment Advisors’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
2018
Q2 		– Sell
-1,371
Closed -$364K – 83
2018
Q1 		$364K Buy
1,371
+76
+6% +$20.9K 0.27% 39
2017
Q4 		$348K Buy
+1,295
New +$339K 0.29% 36

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BHK Investment Advisors's IVV Position: Q2 2018 in Review

BHK Investment Advisors sold out of iShares Core S&P 500 ETF (IVV) in Q2 2018, closing a stake of 1,371 shares — an estimated $364K sold.

BHK Investment Advisors first reported a position in IVV in Q4 2017 and held it in 2 quarters. The position peaked at $364K in Q1 2018. 1,397 funds tracked by Wall St. Rank hold IVV as of Q2 2018.

  • BHK Investment Advisors reported no remaining iShares Core S&P 500 ETF position as of Q2 2018 after selling out during the quarter.
  • BHK Investment Advisors sold 1,371 iShares Core S&P 500 ETF shares in Q2 2018, an estimated $364K.
  • BHK Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2017 and held it in 2 quarters.
  • BHK Investment Advisors's iShares Core S&P 500 ETF position peaked at $364K in Q1 2018.
  • 1,397 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2018.

Based on BHK Investment Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.