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

Cleary Gull’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
2015 Q1	$752K	Buy	+3,620	New	+$752K	0.71%	13

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

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

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

Norinchukin Bank Tokyo, Japan $8.57B AUM 20.17% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Cleary Gull's IVV Position: Q1 2015 in Review

Cleary Gull opened a new position in iShares Core S&P 500 ETF (IVV) in Q1 2015: 3,620 shares worth $752K. The stake represents 0.71% of the portfolio and ranks #13 among its holdings.

792 funds tracked by Wall St. Rank hold IVV as of Q1 2015.

Cleary Gull held 3,620 shares of iShares Core S&P 500 ETF worth $752K as of Q1 2015.
iShares Core S&P 500 ETF was a new Cleary Gull position in Q1 2015.
iShares Core S&P 500 ETF made up 0.71% of Cleary Gull's portfolio in Q1 2015, its #13 holding.
792 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2015.

Based on Cleary Gull's 13F filing for Q1 2015, filed 13 May 2015.