Gruss & Co’s iShares Core S&P 500 ETF IVV Stock Holding History

Gruss & Co’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 Q1	–	Sell	-2,500	Closed	-$808K	–	29
2019 Q4	$808K	Buy	+2,500	New	+$774K	0.99%	18

Other funds holding IVV

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Gruss & Co's IVV Position: Q1 2020 in Review

Gruss & Co sold out of iShares Core S&P 500 ETF (IVV) in Q1 2020, closing a stake of 2,500 shares — an estimated $808K sold.

Gruss & Co first reported a position in IVV in Q4 2019 and held it in 1 quarter. The position peaked at $808K in Q4 2019. 1,829 funds tracked by Wall St. Rank hold IVV as of Q1 2020.

Gruss & Co reported no remaining iShares Core S&P 500 ETF position as of Q1 2020 after selling out during the quarter.
Gruss & Co sold 2,500 iShares Core S&P 500 ETF shares in Q1 2020, an estimated $808K.
Gruss & Co first reported a position in iShares Core S&P 500 ETF in Q4 2019 and held it in 1 quarter.
Gruss & Co's iShares Core S&P 500 ETF position peaked at $808K in Q4 2019.
1,829 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2020.

Based on Gruss & Co's 13F filing for Q1 2020, filed 11 May 2020.