Clarfeld Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Clarfeld Financial Advisors’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	$30.3M	Buy	+120,453	New	+$32.7M	25.19%	1

Other funds holding IVV

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PPA

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

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

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

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

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

Clarfeld Financial Advisors's IVV Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in iShares Core S&P 500 ETF (IVV) in Q4 2018: 120,453 shares worth $30.3M. The stake represents 25.19% of the portfolio and ranks #1 among its holdings.

1,602 funds tracked by Wall St. Rank hold IVV as of Q4 2018.

Clarfeld Financial Advisors held 120,453 shares of iShares Core S&P 500 ETF worth $30.3M as of Q4 2018.
iShares Core S&P 500 ETF was a new Clarfeld Financial Advisors position in Q4 2018.
iShares Core S&P 500 ETF made up 25.19% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #1 holding.
1,602 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.