Fiduciary Services Corp’s iShares Core S&P 500 ETF IVV Stock Holding History

Fiduciary Services Corp’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
2015 Q1	$2.67M	Buy	12,843 +263	+2%	+$54.7K	0.87%	42
2014 Q4	$2.6M	Buy	12,580 +294	+2%	+$59.5K	0.9%	40
2014 Q3	$2.44M	Buy	12,286 +2,404	+24%	+$478K	0.89%	39
2014 Q2	$1.95M	Buy	9,882 +1,220	+14%	+$233K	0.73%	48
2014 Q1	$1.63M	Buy	8,662 +155	+2%	+$28.6K	0.65%	52
2013 Q4	$1.58M	Buy	8,507 +952	+13%	+$169K	0.63%	53
2013 Q3	$1.28M	Buy	7,555 +1,900	+34%	+$320K	0.56%	55
2013 Q2	$910K	Buy	+5,655	New	+$916K	0.4%	69

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

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

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

Norinchukin Bank Tokyo, Japan $8.57B AUM 20.17% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Fiduciary Services Corp's IVV Position: Q1 2015 in Review

Fiduciary Services Corp increased its iShares Core S&P 500 ETF (IVV) stake by 2.1% in Q1 2015, buying an estimated $54.7K and bringing the position to 12,843 shares worth $2.67M. The position accounts for 0.87% of the portfolio, ranked #42.

Fiduciary Services Corp first reported a position in IVV in Q2 2013 and has held it in 8 quarters since. 792 funds tracked by Wall St. Rank hold IVV as of Q1 2015.

Fiduciary Services Corp held 12,843 shares of iShares Core S&P 500 ETF worth $2.67M as of Q1 2015.
Fiduciary Services Corp bought 263 iShares Core S&P 500 ETF shares in Q1 2015, an estimated $54.7K.
iShares Core S&P 500 ETF made up 0.87% of Fiduciary Services Corp's portfolio in Q1 2015, its #42 holding.
Fiduciary Services Corp first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 8 quarters since.
792 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2015.

Based on Fiduciary Services Corp's 13F filing for Q1 2015, filed 14 May 2015.