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Carl Domino’s iShares Core S&P 500 ETF IVV Stock Holding History

Carl Domino’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
Q1 		– Sell
-3,625
Closed -$816K – 123
2016
Q4 		$816K Buy
3,625
+1,870
+107% +$411K 0.87% 51
2016
Q3 		$379K Sell
1,755
-1,008
-36% -$219K 0.36% 70
2016
Q2 		$582K Buy
2,763
+675
+32% +$141K 0.55% 61
2016
Q1 		$431K Sell
2,088
-8,220
-80% -$1.61M 0.39% 64
2015
Q4 		$2.11M Buy
10,308
+6,816
+195% +$1.41M 1.65% 15
2015
Q3 		$673K Buy
3,492
+384
+12% +$78.4K 0.54% 59
2015
Q2 		$644K Hold
3,108
– – 0.44% 64
2015
Q1 		$646K Hold
3,108
– – 0.48% 65
2014
Q4 		$643K Buy
3,108
+376
+14% +$76.1K 0.35% 78
2014
Q3 		$542K Buy
2,732
+27
+1% +$5.37K 0.29% 82
2014
Q2 		$533K Buy
2,705
+347
+15% +$66.4K 0.27% 86
2014
Q1 		$444K Sell
2,358
-210
-8% -$38.8K 0.24% 90
2013
Q4 		$477K Buy
2,568
+800
+45% +$142K 0.26% 88
2013
Q3 		$299K Buy
1,768
+115
+7% +$19.4K 0.17% 108
2013
Q2 		$266K Buy
+1,653
New +$268K 0.15% 107

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Carl Domino's IVV Position: Q1 2017 in Review

Carl Domino sold out of iShares Core S&P 500 ETF (IVV) in Q1 2017, closing a stake of 3,625 shares — an estimated $816K sold.

Carl Domino first reported a position in IVV in Q2 2013 and held it in 15 quarters. The position peaked at $2.11M in Q4 2015. 1,101 funds tracked by Wall St. Rank hold IVV as of Q1 2017.

  • Carl Domino reported no remaining iShares Core S&P 500 ETF position as of Q1 2017 after selling out during the quarter.
  • Carl Domino sold 3,625 iShares Core S&P 500 ETF shares in Q1 2017, an estimated $816K.
  • Carl Domino first reported a position in iShares Core S&P 500 ETF in Q2 2013 and held it in 15 quarters.
  • Carl Domino's iShares Core S&P 500 ETF position peaked at $2.11M in Q4 2015.
  • 1,101 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2017.

Based on Carl Domino's 13F filing for Q1 2017, filed 2 May 2017.