Gary Goldberg Planning Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Gary Goldberg Planning 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
2014 Q4	$6K	Sell	30 -10	-25%	-$2.02K	﹤0.01%	383
2014 Q3	$8K	Sell	40 -10	-20%	-$1.99K	﹤0.01%	393
2014 Q2	$10K	Hold	50	–	–	﹤0.01%	350
2014 Q1	$9K	Sell	50 -5	-9%	-$923	﹤0.01%	338
2013 Q4	$10K	Hold	55	–	–	0.01%	287
2013 Q3	$9K	Hold	55	–	–	0.01%	295
2013 Q2	$9K	Buy	+55	New	+$8.91K	0.01%	304

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

SMM

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

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Gary Goldberg Planning Services's IVV Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its iShares Core S&P 500 ETF (IVV) stake by 25% in Q4 2014, selling an estimated $2.02K and leaving 30 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

Gary Goldberg Planning Services first reported a position in IVV in Q2 2013 and has held it in 7 quarters since. The position peaked at $10K in Q2 2014. 802 funds tracked by Wall St. Rank hold IVV as of Q4 2014.

Gary Goldberg Planning Services held 30 shares of iShares Core S&P 500 ETF worth $6K as of Q4 2014.
Gary Goldberg Planning Services sold 10 iShares Core S&P 500 ETF shares in Q4 2014, an estimated $2.02K.
iShares Core S&P 500 ETF made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #383 holding.
Gary Goldberg Planning Services first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's iShares Core S&P 500 ETF position peaked at $10K in Q2 2014.
802 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.