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

Convergence Investment 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
2020
Q2 		– Sell
-880
Closed -$227K – 231
2020
Q1 		$227K Buy
+880
New +$270K 0.1% 199
2015
Q2 		– Sell
-20,900
Closed -$4.34M – 381
2015
Q1 		$4.34M Buy
+20,900
New +$4.34M 0.6% 31

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Convergence Investment Partners's IVV Position: Q2 2020 in Review

Convergence Investment Partners sold out of iShares Core S&P 500 ETF (IVV) in Q2 2020, closing a stake of 880 shares — an estimated $227K sold.

Convergence Investment Partners first reported a position in IVV in Q1 2015 and held it in 2 quarters. The position peaked at $4.34M in Q1 2015. 1,894 funds tracked by Wall St. Rank hold IVV as of Q2 2020.

  • Convergence Investment Partners reported no remaining iShares Core S&P 500 ETF position as of Q2 2020 after selling out during the quarter.
  • Convergence Investment Partners sold 880 iShares Core S&P 500 ETF shares in Q2 2020, an estimated $227K.
  • Convergence Investment Partners first reported a position in iShares Core S&P 500 ETF in Q1 2015 and held it in 2 quarters.
  • Convergence Investment Partners's iShares Core S&P 500 ETF position peaked at $4.34M in Q1 2015.
  • 1,894 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2020.

Based on Convergence Investment Partners's 13F filing for Q2 2020, filed 30 Jul 2020.