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Derby & Company’s iShares Core S&P 500 ETF IVV Stock Holding History

Derby & Company’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
Q1 		– Sell
-5,588
Closed -$1.81M – 52
2019
Q4 		$1.81M Buy
+5,588
New +$1.73M 0.67% 17

Other funds holding IVV

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Parametric Portfolio Associates
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Derby & Company's IVV Position: Q1 2020 in Review

Derby & Company sold out of iShares Core S&P 500 ETF (IVV) in Q1 2020, closing a stake of 5,588 shares — an estimated $1.81M sold.

Derby & Company first reported a position in IVV in Q4 2019 and held it in 1 quarter. The position peaked at $1.81M in Q4 2019. 1,828 funds tracked by Wall St. Rank hold IVV as of Q1 2020.

  • Derby & Company reported no remaining iShares Core S&P 500 ETF position as of Q1 2020 after selling out during the quarter.
  • Derby & Company sold 5,588 iShares Core S&P 500 ETF shares in Q1 2020, an estimated $1.81M.
  • Derby & Company first reported a position in iShares Core S&P 500 ETF in Q4 2019 and held it in 1 quarter.
  • Derby & Company's iShares Core S&P 500 ETF position peaked at $1.81M in Q4 2019.
  • 1,828 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2020.

Based on Derby & Company's 13F filing for Q1 2020, filed 28 Apr 2020.