Contravisory Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Contravisory Investment Management’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
2023 Q4	–	Sell	-15	Closed	-$6.44K	–	394
2023 Q3	$6.44K	Buy	+15	New	+$6.71K	﹤0.01%	286
2021 Q1	–	Sell	-38	Closed	-$14K	–	275
2020 Q4	$14K	Buy	+38	New	+$13.5K	﹤0.01%	224
2018 Q3	–	Sell	-8	Closed	-$2K	–	333
2018 Q2	$2K	Hold	8	–	–	﹤0.01%	315
2018 Q1	$2K	Buy	+8	New	+$2.2K	﹤0.01%	318

Other funds holding IVV

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Contravisory Investment Management's IVV Position: Q4 2023 in Review

Contravisory Investment Management sold out of iShares Core S&P 500 ETF (IVV) in Q4 2023, closing a stake of 15 shares — an estimated $6.44K sold.

Contravisory Investment Management first reported a position in IVV in Q1 2018 and held it in 4 quarters. The position peaked at $14K in Q4 2020. 3,016 funds tracked by Wall St. Rank hold IVV as of Q4 2023.

Contravisory Investment Management reported no remaining iShares Core S&P 500 ETF position as of Q4 2023 after selling out during the quarter.
Contravisory Investment Management sold 15 iShares Core S&P 500 ETF shares in Q4 2023, an estimated $6.44K.
Contravisory Investment Management first reported a position in iShares Core S&P 500 ETF in Q1 2018 and held it in 4 quarters.
Contravisory Investment Management's iShares Core S&P 500 ETF position peaked at $14K in Q4 2020.
3,016 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2023.

Based on Contravisory Investment Management's 13F filing for Q4 2023, filed 11 Jan 2024.