FIMS
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FBL Investment Management Services’s iShares Core S&P 500 ETF IVV Stock Holding History

FBL Investment Management Services’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
Q3 		– Sell
-116
Closed -$34K – 16
2019
Q2 		$34K Sell
116
-9,549
-99% -$2.77M 0.08% 21
2019
Q1 		$2.64M Buy
9,665
+9,550
+8,304% +$2.61M 1.09% 32
2018
Q4 		$29K Sell
115
-9,550
-99% -$2.59M 0.07% 23
2018
Q3 		$2.64M Buy
+9,665
New +$2.77M 1.09% 32
2018
Q2 		– Sell
-11,115
Closed -$2.95M – 21
2018
Q1 		$2.95M Hold
11,115
– – 7.01% 6
2017
Q4 		$2.99M Sell
11,115
-1,455
-12% -$381K 7.06% 5
2017
Q3 		$3.08M Hold
12,570
– – 5.78% 7
2017
Q2 		$3.06M Hold
12,570
– – 6.28% 7
2017
Q1 		$2.98M Hold
12,570
– – 6.13% 7
2016
Q4 		$2.83M Sell
12,570
-701
-5% -$154K 5.65% 6
2016
Q3 		$2.89M Hold
13,271
– – 6.35% 5
2016
Q2 		$2.9M Hold
13,271
– – 5.89% 6
2016
Q1 		$2.72M Hold
13,271
– – 6.33% 6
2015
Q4 		$2.72M Hold
13,271
– – 6.33% 6
2015
Q3 		$2.56M Hold
13,271
– – 6.03% 6
2015
Q2 		$2.75M Buy
13,271
+180
+1% +$38.1K 6.07% 6
2015
Q1 		$2.72M Sell
13,091
-699
-5% -$145K 5.63% 6
2014
Q4 		$2.85M Buy
13,790
+130
+1% +$26.3K 6.33% 6
2014
Q3 		$2.71M Buy
13,660
+55
+0.4% +$10.9K 5.18% 6
2014
Q2 		$2.68M Sell
13,605
-112,050
-89% -$21.4M 4.71% 6
2014
Q1 		$23.6M Buy
125,655
+20,560
+20% +$3.8M 6.67% 2
2013
Q4 		$19.5M Sell
105,095
-94,495
-47% -$16.8M 4.58% 3
2013
Q3 		$33M Buy
199,590
+107,795
+117% +$18.2M 5.15% 3
2013
Q2 		$14.8M Buy
+91,795
New +$14.9M 5.23% 2

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

FBL Investment Management Services's IVV Position: Q3 2019 in Review

FBL Investment Management Services sold out of iShares Core S&P 500 ETF (IVV) in Q3 2019, closing a stake of 116 shares — an estimated $34K sold.

FBL Investment Management Services first reported a position in IVV in Q2 2013 and held it in 24 quarters. The position peaked at $33M in Q3 2013. 1,660 funds tracked by Wall St. Rank hold IVV as of Q3 2019.

  • FBL Investment Management Services reported no remaining iShares Core S&P 500 ETF position as of Q3 2019 after selling out during the quarter.
  • FBL Investment Management Services sold 116 iShares Core S&P 500 ETF shares in Q3 2019, an estimated $34K.
  • FBL Investment Management Services first reported a position in iShares Core S&P 500 ETF in Q2 2013 and held it in 24 quarters.
  • FBL Investment Management Services's iShares Core S&P 500 ETF position peaked at $33M in Q3 2013.
  • 1,660 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2019.

Based on FBL Investment Management Services's 13F filing for Q3 2019, filed 1 Nov 2019.