Bruderman Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Bruderman Asset 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
2016 Q3	–	Sell	-15	Closed	-$3K	–	390
2016 Q2	$3K	Hold	15	–	–	﹤0.01%	351
2016 Q1	$3K	Hold	15	–	–	﹤0.01%	371
2015 Q4	$3K	Sell	15 -10	-40%	-$2.07K	﹤0.01%	379
2015 Q3	$5K	Sell	25 -5	-17%	-$1.02K	﹤0.01%	377
2015 Q2	$6K	Hold	30	–	–	﹤0.01%	377
2015 Q1	$6K	Buy	+30	New	+$6.24K	﹤0.01%	371

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

Bruderman Asset Management's IVV Position: Q3 2016 in Review

Bruderman Asset Management sold out of iShares Core S&P 500 ETF (IVV) in Q3 2016, closing a stake of 15 shares — an estimated $3K sold.

Bruderman Asset Management first reported a position in IVV in Q1 2015 and held it in 6 quarters. The position peaked at $6K in Q2 2015. 954 funds tracked by Wall St. Rank hold IVV as of Q3 2016.

Bruderman Asset Management reported no remaining iShares Core S&P 500 ETF position as of Q3 2016 after selling out during the quarter.
Bruderman Asset Management sold 15 iShares Core S&P 500 ETF shares in Q3 2016, an estimated $3K.
Bruderman Asset Management first reported a position in iShares Core S&P 500 ETF in Q1 2015 and held it in 6 quarters.
Bruderman Asset Management's iShares Core S&P 500 ETF position peaked at $6K in Q2 2015.
954 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2016.

Based on Bruderman Asset Management's 13F filing for Q3 2016, filed 8 Nov 2016.