Hefty Wealth Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Hefty Wealth Partners’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
2018 Q1	$3.4M	Buy	12,822 +2,247	+21%	+$618K	2.19%	7
2017 Q4	$2.84M	Buy	10,575 +446	+4%	+$117K	1.76%	20
2017 Q3	$2.56M	Sell	10,129 -302	-3%	-$75K	1.69%	22
2017 Q2	$2.54M	Buy	10,431 +1,489	+17%	+$359K	1.73%	22
2017 Q1	$2.12M	Sell	8,942 -38	-0.4%	-$8.89K	1.54%	25
2016 Q4	$2.02M	Buy	8,980 +308	+4%	+$67.7K	1.69%	22
2016 Q3	$1.89M	Buy	8,672 +581	+7%	+$126K	1.43%	21
2016 Q2	$1.7M	Buy	8,091 +875	+12%	+$183K	1.41%	23
2016 Q1	$1.49M	Sell	7,216 -7,289	-50%	-$1.43M	1.39%	23
2015 Q4	$2.97M	Buy	+14,505	New	+$3M	2.83%	6

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

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

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

PPA

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Hefty Wealth Partners's IVV Position: Q1 2018 in Review

Hefty Wealth Partners increased its iShares Core S&P 500 ETF (IVV) stake by 21% in Q1 2018, buying an estimated $618K and bringing the position to 12,822 shares worth $3.4M. The position accounts for 2.19% of the portfolio, ranked #7.

Hefty Wealth Partners first reported a position in IVV in Q4 2015 and has held it in 10 quarters since. 1,364 funds tracked by Wall St. Rank hold IVV as of Q1 2018.

Hefty Wealth Partners held 12,822 shares of iShares Core S&P 500 ETF worth $3.4M as of Q1 2018.
Hefty Wealth Partners bought 2,247 iShares Core S&P 500 ETF shares in Q1 2018, an estimated $618K.
iShares Core S&P 500 ETF made up 2.19% of Hefty Wealth Partners's portfolio in Q1 2018, its #7 holding.
Hefty Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q4 2015 and has held it in 10 quarters since.
1,364 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.