Chad R. Baker’s iShares Core S&P 500 ETF IVV Stock Holding History

Chad R. Baker’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 Q2	–	Sell	-800	Closed	-$212K	–	59
2018 Q1	$212K	Hold	800	–	–	0.08%	59
2017 Q4	$215K	Hold	800	–	–	0.08%	57
2017 Q3	$202K	Buy	+800	New	+$199K	0.08%	59
2017 Q1	–	Sell	-1,140	Closed	-$256K	–	61
2016 Q4	$256K	Hold	1,140	–	–	0.11%	58
2016 Q3	$248K	Hold	1,140	–	–	0.11%	59
2016 Q2	$240K	Hold	1,140	–	–	0.11%	58
2016 Q1	$236K	Hold	1,140	–	–	0.11%	58
2015 Q4	$234K	Buy	+1,140	New	+$235K	0.1%	59

Other funds holding IVV

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

PPA

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

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

Chad R. Baker's IVV Position: Q2 2018 in Review

Chad R. Baker sold out of iShares Core S&P 500 ETF (IVV) in Q2 2018, closing a stake of 800 shares — an estimated $212K sold.

Chad R. Baker first reported a position in IVV in Q4 2015 and held it in 8 quarters. The position peaked at $256K in Q4 2016. 1,397 funds tracked by Wall St. Rank hold IVV as of Q2 2018.

Chad R. Baker reported no remaining iShares Core S&P 500 ETF position as of Q2 2018 after selling out during the quarter.
Chad R. Baker sold 800 iShares Core S&P 500 ETF shares in Q2 2018, an estimated $212K.
Chad R. Baker first reported a position in iShares Core S&P 500 ETF in Q4 2015 and held it in 8 quarters.
Chad R. Baker's iShares Core S&P 500 ETF position peaked at $256K in Q4 2016.
1,397 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2018.

Based on Chad R. Baker's 13F filing for Q2 2018, filed 13 Aug 2018.