Howard Capital Management (New York)’s iShares Core S&P 500 ETF IVV Stock Holding History

Howard Capital Management (New York)’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 Q4	$365K	Buy	973 +237	+32%	+$84.4K	0.04%	71
2020 Q3	$247K	Hold	736	–	–	0.03%	73
2020 Q2	$228K	Buy	+736	New	+$216K	0.03%	85
2019 Q2	–	Sell	-2,446	Closed	-$696K	–	104
2019 Q1	$696K	Sell	2,446 -191	-7%	-$52.2K	0.1%	74
2018 Q4	$663K	Buy	2,637 +187	+8%	+$50.8K	0.11%	71
2018 Q3	$717K	Buy	2,450 +77	+3%	+$22.1K	0.1%	76
2018 Q2	$648K	Hold	2,373	–	–	0.09%	74
2018 Q1	$630K	Sell	2,373 -35	-1%	-$9.63K	0.09%	74
2017 Q4	$647K	Hold	2,408	–	–	0.1%	74
2017 Q3	$609K	Buy	2,408 +59	+3%	+$14.7K	0.09%	74
2017 Q2	$572K	Buy	+2,349	New	+$567K	0.09%	74

Other funds holding IVV

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

IMCOOI

Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 1-Year Est. Return

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

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

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

Howard Capital Management (New York)'s IVV Position: Q4 2020 in Review

Howard Capital Management (New York) increased its iShares Core S&P 500 ETF (IVV) stake by 32% in Q4 2020, buying an estimated $84.4K and bringing the position to 973 shares worth $365K. The position accounts for 0.04% of the portfolio, ranked #71.

Howard Capital Management (New York) first reported a position in IVV in Q2 2017 and has held it in 11 quarters since. The position peaked at $717K in Q3 2018. 2,171 funds tracked by Wall St. Rank hold IVV as of Q4 2020.

Howard Capital Management (New York) held 973 shares of iShares Core S&P 500 ETF worth $365K as of Q4 2020.
Howard Capital Management (New York) bought 237 iShares Core S&P 500 ETF shares in Q4 2020, an estimated $84.4K.
iShares Core S&P 500 ETF made up 0.04% of Howard Capital Management (New York)'s portfolio in Q4 2020, its #71 holding.
Howard Capital Management (New York) first reported a position in iShares Core S&P 500 ETF in Q2 2017 and has held it in 11 quarters since.
Howard Capital Management (New York)'s iShares Core S&P 500 ETF position peaked at $717K in Q3 2018.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2020.

Based on Howard Capital Management (New York)'s 13F filing for Q4 2020, filed 2 Feb 2021.