Gupta Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Gupta Wealth Management’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
2016 Q1	$470K	Sell	2,275 -75	-3%	-$14.7K	0.11%	146
2015 Q4	$481K	Sell	2,350 -14,923	-86%	-$3.08M	0.12%	147
2015 Q3	$3.33M	Buy	17,273 +343	+2%	+$70K	0.81%	26
2015 Q2	$3.51M	Buy	16,930 +6,928	+69%	+$1.47M	0.86%	23
2015 Q1	$2.08M	Buy	+10,002	New	+$2.08M	0.61%	47

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Gupta Wealth Management's IVV Position: Q1 2016 in Review

Gupta Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 3.2% in Q1 2016, selling an estimated $14.7K and leaving 2,275 shares worth $470K. The position accounts for 0.11% of the portfolio, ranked #146.

Gupta Wealth Management first reported a position in IVV in Q1 2015 and has held it in 5 quarters since. The position peaked at $3.51M in Q2 2015. 905 funds tracked by Wall St. Rank hold IVV as of Q1 2016.

Gupta Wealth Management held 2,275 shares of iShares Core S&P 500 ETF worth $470K as of Q1 2016.
Gupta Wealth Management sold 75 iShares Core S&P 500 ETF shares in Q1 2016, an estimated $14.7K.
iShares Core S&P 500 ETF made up 0.11% of Gupta Wealth Management's portfolio in Q1 2016, its #146 holding.
Gupta Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's iShares Core S&P 500 ETF position peaked at $3.51M in Q2 2015.
905 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.