Connors Investor Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Connors Investor Services’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
2017 Q4	–	Sell	-1,925	Closed	-$487K	–	154
2017 Q3	$487K	Sell	1,925 -25	-1%	-$6.21K	0.07%	100
2017 Q2	$475K	Hold	1,950	–	–	0.07%	98
2017 Q1	$463K	Hold	1,950	–	–	0.08%	99
2016 Q4	$439K	Sell	1,950 -9	-0.5%	-$1.98K	0.08%	100
2016 Q3	$426K	Hold	1,959	–	–	0.07%	101
2016 Q2	$412K	Hold	1,959	–	–	0.08%	101
2016 Q1	$405K	Hold	1,959	–	–	0.08%	100
2015 Q4	$401K	Buy	+1,959	New	+$405K	0.08%	99
2015 Q2	–	Sell	-1,993	Closed	-$414K	–	157
2015 Q1	$414K	Buy	+1,993	New	+$414K	0.09%	104

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

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

PPA

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

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

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

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

Connors Investor Services's IVV Position: Q4 2017 in Review

Connors Investor Services sold out of iShares Core S&P 500 ETF (IVV) in Q4 2017, closing a stake of 1,925 shares — an estimated $487K sold.

Connors Investor Services first reported a position in IVV in Q1 2015 and held it in 9 quarters. The position peaked at $487K in Q3 2017. 1,352 funds tracked by Wall St. Rank hold IVV as of Q4 2017.

Connors Investor Services reported no remaining iShares Core S&P 500 ETF position as of Q4 2017 after selling out during the quarter.
Connors Investor Services sold 1,925 iShares Core S&P 500 ETF shares in Q4 2017, an estimated $487K.
Connors Investor Services first reported a position in iShares Core S&P 500 ETF in Q1 2015 and held it in 9 quarters.
Connors Investor Services's iShares Core S&P 500 ETF position peaked at $487K in Q3 2017.
1,352 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2017.

Based on Connors Investor Services's 13F filing for Q4 2017, filed 13 Feb 2018.