CXI Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

CXI Advisors’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
2019 Q4	$4.36M	Buy	+13,501	New	+$4.18M	9.78%	4

Other funds holding IVV

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

CXI Advisors's IVV Position: Q4 2019 in Review

CXI Advisors opened a new position in iShares Core S&P 500 ETF (IVV) in Q4 2019: 13,501 shares worth $4.36M. The stake represents 9.78% of the portfolio and ranks #4 among its holdings.

1,912 funds tracked by Wall St. Rank hold IVV as of Q4 2019.

CXI Advisors held 13,501 shares of iShares Core S&P 500 ETF worth $4.36M as of Q4 2019.
iShares Core S&P 500 ETF was a new CXI Advisors position in Q4 2019.
iShares Core S&P 500 ETF made up 9.78% of CXI Advisors's portfolio in Q4 2019, its #4 holding.
1,912 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2019.

Based on CXI Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.