CFO4Life’s iShares Core S&P 500 ETF IVV Stock Holding History

CFO4Life’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 Q4	$565K	Buy	2,510 +255	+11%	+$56K	0.47%	33
2016 Q3	$491K	Sell	2,255 -533	-19%	-$116K	0.43%	40
2016 Q2	$587K	Buy	2,788 +198	+8%	+$41.3K	0.5%	33
2016 Q1	$535K	Sell	2,590 -6,945	-73%	-$1.36M	0.48%	35
2015 Q4	$1.95M	Buy	9,535 +2,614	+38%	+$540K	1.85%	13
2015 Q3	$1.33M	Buy	6,921 +4,981	+257%	+$1.02M	1.42%	14
2015 Q2	$402K	Buy	+1,940	New	+$411K	0.34%	52

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CFO4Life's IVV Position: Q4 2016 in Review

CFO4Life increased its iShares Core S&P 500 ETF (IVV) stake by 11% in Q4 2016, buying an estimated $56K and bringing the position to 2,510 shares worth $565K. The position accounts for 0.47% of the portfolio, ranked #33.

CFO4Life first reported a position in IVV in Q2 2015 and has held it in 7 quarters since. The position peaked at $1.95M in Q4 2015. 1,068 funds tracked by Wall St. Rank hold IVV as of Q4 2016.

CFO4Life held 2,510 shares of iShares Core S&P 500 ETF worth $565K as of Q4 2016.
CFO4Life bought 255 iShares Core S&P 500 ETF shares in Q4 2016, an estimated $56K.
iShares Core S&P 500 ETF made up 0.47% of CFO4Life's portfolio in Q4 2016, its #33 holding.
CFO4Life first reported a position in iShares Core S&P 500 ETF in Q2 2015 and has held it in 7 quarters since.
CFO4Life's iShares Core S&P 500 ETF position peaked at $1.95M in Q4 2015.
1,068 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2016.

Based on CFO4Life's 13F filing for Q4 2016, filed 30 Jan 2017.