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Independence Trust’s iShares Core S&P 500 ETF IVV Stock Holding History

Independence Trust’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
2017
Q1 		– Sell
-1,700
Closed -$382K – 78
2016
Q4 		$382K Buy
+1,700
New +$374K 0.52% 38

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PNC Financial Services Group
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Morgan Stanley
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Northwestern Mutual Wealth Management
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Creative Planning
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Schroder Investment Management Group
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Envestnet Asset Management
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Independence Trust's IVV Position: Q1 2017 in Review

Independence Trust sold out of iShares Core S&P 500 ETF (IVV) in Q1 2017, closing a stake of 1,700 shares — an estimated $382K sold.

Independence Trust first reported a position in IVV in Q4 2016 and held it in 1 quarter. The position peaked at $382K in Q4 2016. 1,101 funds tracked by Wall St. Rank hold IVV as of Q1 2017.

  • Independence Trust reported no remaining iShares Core S&P 500 ETF position as of Q1 2017 after selling out during the quarter.
  • Independence Trust sold 1,700 iShares Core S&P 500 ETF shares in Q1 2017, an estimated $382K.
  • Independence Trust first reported a position in iShares Core S&P 500 ETF in Q4 2016 and held it in 1 quarter.
  • Independence Trust's iShares Core S&P 500 ETF position peaked at $382K in Q4 2016.
  • 1,101 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2017.

Based on Independence Trust's 13F filing for Q1 2017, filed 9 May 2017.