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

Efficient Market 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
2017 Q1	$12M	Buy	50,371 +26,283	+109%	+$6.15M	1.64%	16
2016 Q4	$5.42M	Buy	+24,088	New	+$5.29M	0.81%	18
2016 Q1	–	Sell	-306	Closed	-$63K	–	99
2015 Q4	$63K	Sell	306 -76	-20%	-$15.7K	0.01%	83
2015 Q3	$74K	Buy	382 +25	+7%	+$5.1K	0.02%	62
2015 Q2	$74K	Hold	357	–	–	0.02%	64
2015 Q1	$74K	Buy	357 +197	+123%	+$41K	0.02%	67
2014 Q4	$33K	Sell	160 -5	-3%	-$1.01K	0.01%	89
2014 Q3	$33K	Sell	165 -30	-15%	-$5.97K	0.01%	80
2014 Q2	$38K	Sell	195 -12	-6%	-$2.3K	0.01%	74
2014 Q1	$39K	Buy	207 +91	+78%	+$16.8K	0.01%	78
2013 Q4	$22K	Hold	116	–	–	0.01%	84
2013 Q3	$20K	Hold	116	–	–	0.01%	86
2013 Q2	$19K	Buy	+116	New	+$18.8K	0.01%	82

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Efficient Market Advisors's IVV Position: Q1 2017 in Review

Efficient Market Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 109% in Q1 2017, buying an estimated $6.15M and bringing the position to 50,371 shares worth $12M. The position accounts for 1.64% of the portfolio, ranked #16.

Efficient Market Advisors first reported a position in IVV in Q2 2013 and has held it in 13 quarters since. 1,101 funds tracked by Wall St. Rank hold IVV as of Q1 2017.

Efficient Market Advisors held 50,371 shares of iShares Core S&P 500 ETF worth $12M as of Q1 2017.
Efficient Market Advisors bought 26,283 iShares Core S&P 500 ETF shares in Q1 2017, an estimated $6.15M.
iShares Core S&P 500 ETF made up 1.64% of Efficient Market Advisors's portfolio in Q1 2017, its #16 holding.
Efficient Market Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 13 quarters since.
1,101 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2017.

Based on Efficient Market Advisors's 13F filing for Q1 2017, filed 26 Apr 2017.