Independent Portfolio Consultants’s iShares Core S&P 500 ETF IVV Stock Holding History

Independent Portfolio Consultants’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 Q2	$370K	Buy	+1,521	New	+$367K	0.15%	209
2015 Q3	–	Sell	-100	Closed	-$21K	–	830
2015 Q2	$21K	Hold	100	–	–	﹤0.01%	707
2015 Q1	$21K	Sell	100 -265	-73%	-$55.1K	﹤0.01%	677
2014 Q4	$76K	Buy	365 +20	+6%	+$4.05K	0.02%	566
2014 Q3	$68K	Buy	345 +245	+245%	+$48.8K	0.02%	599
2014 Q2	$20K	Buy	+100	New	+$19.1K	0.01%	772

Other funds holding IVV

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Independent Portfolio Consultants's IVV Position: Q2 2017 in Review

Independent Portfolio Consultants opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2017: 1,521 shares worth $370K. The stake represents 0.15% of the portfolio and ranks #209 among its holdings. This is a return to the name: Independent Portfolio Consultants previously reported a position in IVV as recently as Q2 2015.

Independent Portfolio Consultants first reported a position in IVV in Q2 2014 and has held it in 6 quarters since. 1,142 funds tracked by Wall St. Rank hold IVV as of Q2 2017.

Independent Portfolio Consultants held 1,521 shares of iShares Core S&P 500 ETF worth $370K as of Q2 2017.
iShares Core S&P 500 ETF was a new Independent Portfolio Consultants position in Q2 2017.
iShares Core S&P 500 ETF made up 0.15% of Independent Portfolio Consultants's portfolio in Q2 2017, its #209 holding.
Independent Portfolio Consultants first reported a position in iShares Core S&P 500 ETF in Q2 2014 and has held it in 6 quarters since.
1,142 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.