Cedar Hill Associates’s iShares Core S&P 500 ETF IVV Stock Holding History

Cedar Hill Associates’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 Q4	$11.9M	Sell	47,429 -2,633	-5%	-$715K	4.57%	2
2018 Q3	$14.7M	Buy	50,062 +7,108	+17%	+$2.04M	3.29%	3
2018 Q2	$11.7M	Buy	42,954 +10,205	+31%	+$2.78M	2.44%	7
2018 Q1	$8.69M	Buy	32,749 +13,060	+66%	+$3.59M	1.73%	20
2017 Q4	$5.29M	Buy	19,689 +4,182	+27%	+$1.1M	0.92%	48
2017 Q3	$3.67M	Buy	+15,507	New	+$3.85M	0.63%	51

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cedar Hill Associates's IVV Position: Q4 2018 in Review

Cedar Hill Associates reduced its iShares Core S&P 500 ETF (IVV) stake by 5.3% in Q4 2018, selling an estimated $715K and leaving 47,429 shares worth $11.9M. The position accounts for 4.57% of the portfolio, ranked #2.

Cedar Hill Associates first reported a position in IVV in Q3 2017 and has held it in 6 quarters since. The position peaked at $14.7M in Q3 2018. 1,601 funds tracked by Wall St. Rank hold IVV as of Q4 2018.

Cedar Hill Associates held 47,429 shares of iShares Core S&P 500 ETF worth $11.9M as of Q4 2018.
Cedar Hill Associates sold 2,633 iShares Core S&P 500 ETF shares in Q4 2018, an estimated $715K.
iShares Core S&P 500 ETF made up 4.57% of Cedar Hill Associates's portfolio in Q4 2018, its #2 holding.
Cedar Hill Associates first reported a position in iShares Core S&P 500 ETF in Q3 2017 and has held it in 6 quarters since.
Cedar Hill Associates's iShares Core S&P 500 ETF position peaked at $14.7M in Q3 2018.
1,601 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2018.

Based on Cedar Hill Associates's 13F filing for Q4 2018, filed 13 Feb 2019.