CCM
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CWH Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

CWH Capital 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
2015
Q1 		– Sell
-694
Closed -$144K – 56
2014
Q4 		$144K Buy
+694
New +$140K 0.09% 56

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
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
NB
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

CWH Capital Management's IVV Position: Q1 2015 in Review

CWH Capital Management sold out of iShares Core S&P 500 ETF (IVV) in Q1 2015, closing a stake of 694 shares — an estimated $144K sold.

CWH Capital Management first reported a position in IVV in Q4 2014 and held it in 1 quarter. The position peaked at $144K in Q4 2014. 792 funds tracked by Wall St. Rank hold IVV as of Q1 2015.

  • CWH Capital Management reported no remaining iShares Core S&P 500 ETF position as of Q1 2015 after selling out during the quarter.
  • CWH Capital Management sold 694 iShares Core S&P 500 ETF shares in Q1 2015, an estimated $144K.
  • CWH Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2014 and held it in 1 quarter.
  • CWH Capital Management's iShares Core S&P 500 ETF position peaked at $144K in Q4 2014.
  • 792 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2015.

Based on CWH Capital Management's 13F filing for Q1 2015, filed 12 May 2015.