Huber Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Huber Financial 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
2020 Q1	$296K	Sell	1,145 -143	-11%	-$43.8K	0.11%	83
2019 Q4	$416K	Buy	1,288 +41	+3%	+$12.7K	0.14%	80
2019 Q3	$372K	Sell	1,247 -80	-6%	-$23.8K	0.15%	80
2019 Q2	$391K	Sell	1,327 -20	-1%	-$5.8K	0.17%	73
2019 Q1	$383K	Buy	1,347 +105	+8%	+$28.7K	0.19%	76
2018 Q4	$313K	Buy	1,242 +4	+0.3%	+$1.09K	0.17%	74
2018 Q3	$362K	Buy	1,238 +2	+0.2%	+$574	0.28%	66
2018 Q2	$337K	Hold	1,236	–	–	0.31%	63
2018 Q1	$328K	Buy	1,236 +110	+10%	+$30.3K	0.32%	65
2017 Q4	$303K	Buy	+1,126	New	+$295K	0.33%	59

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 $424B AUM 22.96% 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

Huber Financial Advisors's IVV Position: Q1 2020 in Review

Huber Financial Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 11% in Q1 2020, selling an estimated $43.8K and leaving 1,145 shares worth $296K. The position accounts for 0.11% of the portfolio, ranked #83.

Huber Financial Advisors first reported a position in IVV in Q4 2017 and has held it in 10 quarters since. The position peaked at $416K in Q4 2019. 1,830 funds tracked by Wall St. Rank hold IVV as of Q1 2020.

Huber Financial Advisors held 1,145 shares of iShares Core S&P 500 ETF worth $296K as of Q1 2020.
Huber Financial Advisors sold 143 iShares Core S&P 500 ETF shares in Q1 2020, an estimated $43.8K.
iShares Core S&P 500 ETF made up 0.11% of Huber Financial Advisors's portfolio in Q1 2020, its #83 holding.
Huber Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 10 quarters since.
Huber Financial Advisors's iShares Core S&P 500 ETF position peaked at $416K in Q4 2019.
1,830 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.