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

Coho Partners’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
2024 Q1	–	Sell	-14,338	Closed	-$6.85M	–	79
2023 Q4	$6.85M	Buy	+14,338	New	+$6.42M	0.16%	33
2021 Q1	–	Sell	-1,172	Closed	-$440K	–	69
2020 Q4	$440K	Buy	+1,172	New	+$417K	0.01%	58
2020 Q1	–	Sell	-3,998	Closed	-$1.29M	–	63
2019 Q4	$1.29M	Buy	+3,998	New	+$1.24M	0.03%	45
2018 Q1	–	Sell	-8,231	Closed	-$2.21M	–	58
2017 Q4	$2.21M	Buy	+8,231	New	+$2.16M	0.05%	31

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Coho Partners's IVV Position: Q1 2024 in Review

Coho Partners sold out of iShares Core S&P 500 ETF (IVV) in Q1 2024, closing a stake of 14,338 shares — an estimated $6.85M sold.

Coho Partners first reported a position in IVV in Q4 2017 and held it in 4 quarters. The position peaked at $6.85M in Q4 2023. 3,081 funds tracked by Wall St. Rank hold IVV as of Q1 2024.

Coho Partners reported no remaining iShares Core S&P 500 ETF position as of Q1 2024 after selling out during the quarter.
Coho Partners sold 14,338 iShares Core S&P 500 ETF shares in Q1 2024, an estimated $6.85M.
Coho Partners first reported a position in iShares Core S&P 500 ETF in Q4 2017 and held it in 4 quarters.
Coho Partners's iShares Core S&P 500 ETF position peaked at $6.85M in Q4 2023.
3,081 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2024.

Based on Coho Partners's 13F filing for Q1 2024, filed 9 May 2024.