IPC
IVV icon

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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return