Essex Private Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Essex Private Wealth 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
2020 Q2	–	Sell	-845	Closed	-$218K	–	59
2020 Q1	$218K	Hold	845	–	–	0.28%	52
2019 Q4	$273K	Buy	+845	New	+$262K	0.28%	52

Other funds holding IVV

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Essex Private Wealth Management's IVV Position: Q2 2020 in Review

Essex Private Wealth Management sold out of iShares Core S&P 500 ETF (IVV) in Q2 2020, closing a stake of 845 shares — an estimated $218K sold.

Essex Private Wealth Management first reported a position in IVV in Q4 2019 and held it in 2 quarters. The position peaked at $273K in Q4 2019. 1,895 funds tracked by Wall St. Rank hold IVV as of Q2 2020.

Essex Private Wealth Management reported no remaining iShares Core S&P 500 ETF position as of Q2 2020 after selling out during the quarter.
Essex Private Wealth Management sold 845 iShares Core S&P 500 ETF shares in Q2 2020, an estimated $218K.
Essex Private Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2019 and held it in 2 quarters.
Essex Private Wealth Management's iShares Core S&P 500 ETF position peaked at $273K in Q4 2019.
1,895 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2020.

Based on Essex Private Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.