Fiduciary Trust International’s iShares Core S&P 500 ETF IVV Stock Holding History

Fiduciary Trust International’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	$1.41M	Sell	4,558 -41,804	-90%	-$12.3M	0.23%	60
2020 Q1	$12M	Buy	46,362 +198	+0.4%	+$60.7K	2.23%	11
2019 Q4	$14.9M	Buy	46,164 +11	+0%	+$3.4K	2.4%	9
2019 Q3	$13.8M	Sell	46,153 -2,001	-4%	-$595K	2.84%	7
2019 Q2	$14.2M	Buy	+48,154	New	+$14M	3.21%	5
2019 Q1	–	Sell	-47,301	Closed	-$11.9M	–	339
2018 Q4	$11.9M	Buy	47,301 +45,723	+2,898%	+$12.4M	3.63%	6
2018 Q3	$462K	Buy	+1,578	New	+$453K	0.13%	71
2017 Q1	–	Sell	-940	Closed	-$211K	–	95
2016 Q4	$211K	Buy	+940	New	+$207K	0.07%	90

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

Fiduciary Trust International's IVV Position: Q2 2020 in Review

Fiduciary Trust International reduced its iShares Core S&P 500 ETF (IVV) stake by 90% in Q2 2020, selling an estimated $12.3M and leaving 4,558 shares worth $1.41M. The position accounts for 0.23% of the portfolio, ranked #60.

Fiduciary Trust International first reported a position in IVV in Q4 2016 and has held it in 8 quarters since. The position peaked at $14.9M in Q4 2019. 1,894 funds tracked by Wall St. Rank hold IVV as of Q2 2020.

Fiduciary Trust International held 4,558 shares of iShares Core S&P 500 ETF worth $1.41M as of Q2 2020.
Fiduciary Trust International sold 41,804 iShares Core S&P 500 ETF shares in Q2 2020, an estimated $12.3M.
iShares Core S&P 500 ETF made up 0.23% of Fiduciary Trust International's portfolio in Q2 2020, its #60 holding.
Fiduciary Trust International first reported a position in iShares Core S&P 500 ETF in Q4 2016 and has held it in 8 quarters since.
Fiduciary Trust International's iShares Core S&P 500 ETF position peaked at $14.9M in Q4 2019.
1,894 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2020.

Based on Fiduciary Trust International's 13F filing for Q2 2020, filed 11 Aug 2020.