Guidant Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Guidant Wealth Advisors’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	$274K	Sell	919 -34	-4%	-$10.1K	0.1%	96
2019 Q2	$281K	Sell	953 -1,709	-64%	-$495K	0.11%	98
2019 Q1	$757K	Buy	2,662 +1,639	+160%	+$448K	0.29%	59
2018 Q4	$257K	Buy	+1,023	New	+$278K	0.12%	76
2017 Q3	–	Sell	-2,907	Closed	-$709K	–	207
2017 Q2	$709K	Buy	2,907 +205	+8%	+$49.5K	0.37%	49
2017 Q1	$638K	Sell	2,702 -219	-7%	-$51.2K	0.33%	52
2016 Q4	$667K	Sell	2,921 -215	-7%	-$47.3K	0.38%	49
2016 Q3	$677K	Buy	+3,136	New	+$682K	0.42%	50

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Guidant Wealth Advisors's IVV Position: Q3 2019 in Review

Guidant Wealth Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 3.6% in Q3 2019, selling an estimated $10.1K and leaving 919 shares worth $274K. The position accounts for 0.1% of the portfolio, ranked #96.

Guidant Wealth Advisors first reported a position in IVV in Q3 2016 and has held it in 8 quarters since. The position peaked at $757K in Q1 2019. 1,659 funds tracked by Wall St. Rank hold IVV as of Q3 2019.

Guidant Wealth Advisors held 919 shares of iShares Core S&P 500 ETF worth $274K as of Q3 2019.
Guidant Wealth Advisors sold 34 iShares Core S&P 500 ETF shares in Q3 2019, an estimated $10.1K.
iShares Core S&P 500 ETF made up 0.1% of Guidant Wealth Advisors's portfolio in Q3 2019, its #96 holding.
Guidant Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2016 and has held it in 8 quarters since.
Guidant Wealth Advisors's iShares Core S&P 500 ETF position peaked at $757K in Q1 2019.
1,659 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.