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Boys Arnold & Co’s iShares Core S&P 500 ETF IVV Stock Holding History

Boys Arnold & Co’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
-178,823
Closed -$46.2M – 107
2020
Q1 		$46.2M Buy
178,823
+8,196
+5% +$2.51M 8.17% 1
2019
Q4 		$55.2M Buy
170,627
+8,302
+5% +$2.57M 7.53% 2
2019
Q3 		$48.2M Buy
162,325
+5,259
+3% +$1.56M 7.21% 2
2019
Q2 		$46.3M Buy
157,066
+12,045
+8% +$3.49M 6.72% 2
2019
Q1 		$41.3M Buy
145,021
+13,384
+10% +$3.66M 6.18% 2
2018
Q4 		$32.8M Buy
131,637
+7,093
+6% +$1.93M 5.41% 2
2018
Q3 		$36.6M Buy
124,544
+3,960
+3% +$1.14M 5.07% 3
2018
Q2 		$32.9M Buy
120,584
+6,266
+5% +$1.7M 4.82% 3
2018
Q1 		$30.7M Buy
114,318
+1,877
+2% +$516K 4.47% 3
2017
Q4 		$30.2M Buy
112,441
+1,114
+1% +$292K 4.54% 3
2017
Q3 		$28.2M Sell
111,327
-964
-0.9% -$239K 4.49% 3
2017
Q2 		$27.3M Buy
112,291
+14
+0% +$3.38K 3.52% 4
2017
Q1 		$26.6M Buy
112,277
+5,826
+5% +$1.36M 4.2% 3
2016
Q4 		$23.9M Buy
106,451
+2,912
+3% +$640K 3.98% 3
2016
Q3 		$22.5M Buy
103,539
+3,406
+3% +$741K 3.84% 3
2016
Q2 		$21.1M Buy
100,133
+46,128
+85% +$9.62M 3.63% 3
2016
Q1 		$11.2M Sell
54,005
-133,395
-71% -$26.2M 4.41% 2
2015
Q4 		$38.4M Buy
187,400
+97,282
+108% +$20.1M 4.18% 2
2015
Q3 		$17.4M Buy
90,118
+2,558
+3% +$522K 3.62% 2
2015
Q2 		$18.1M Sell
87,560
-3,315
-4% -$702K 3.52% 2
2015
Q1 		$18.9M Sell
90,875
-763
-0.8% -$159K 3.6% 2
2014
Q4 		$19M Buy
91,638
+9,248
+11% +$1.87M 3.68% 2
2014
Q3 		$16.3M Sell
82,390
-3,374
-4% -$671K 3.22% 2
2014
Q2 		$16.9M Buy
85,764
+2,561
+3% +$490K 2.92% 4
2014
Q1 		$15.7M Buy
83,203
+4,552
+6% +$841K 2.84% 4
2013
Q4 		$14.6M Buy
78,651
+2,795
+4% +$498K 2.79% 4
2013
Q3 		$12.8M Buy
75,856
+3,778
+5% +$637K 2.66% 5
2013
Q2 		$11.6M Buy
+72,078
New +$11.7M 2.52% 5

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Boys Arnold & Co's IVV Position: Q2 2020 in Review

Boys Arnold & Co sold out of iShares Core S&P 500 ETF (IVV) in Q2 2020, closing a stake of 178,823 shares — an estimated $46.2M sold.

Boys Arnold & Co first reported a position in IVV in Q2 2013 and held it in 28 quarters. The position peaked at $55.2M in Q4 2019. 1,896 funds tracked by Wall St. Rank hold IVV as of Q2 2020.

  • Boys Arnold & Co reported no remaining iShares Core S&P 500 ETF position as of Q2 2020 after selling out during the quarter.
  • Boys Arnold & Co sold 178,823 iShares Core S&P 500 ETF shares in Q2 2020, an estimated $46.2M.
  • Boys Arnold & Co first reported a position in iShares Core S&P 500 ETF in Q2 2013 and held it in 28 quarters.
  • Boys Arnold & Co's iShares Core S&P 500 ETF position peaked at $55.2M in Q4 2019.
  • 1,896 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2020.

Based on Boys Arnold & Co's 13F filing for Q2 2020.