J. Goldman & Co’s iShares Core S&P 500 ETF IVV Stock Holding History

J. Goldman & Co’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	–	Sell	-741,000	Closed	-$240M	–	295
2019 Q4	$240M	Buy	+741,000	New	+$229M	17.17%	1
2018 Q4	–	Hold	0	–	–	–	1
2017 Q4	–	Sell	-37,012	Closed	-$9.36M	–	386
2017 Q3	$9.36M	Buy	37,012 +1,950	+6%	+$484K	0.47%	58
2017 Q2	$8.53M	Buy	+35,062	New	+$8.46M	0.46%	68
2017 Q1	–	Sell	-103,600	Closed	-$23.3M	–	363
2016 Q4	$23.3M	Buy	103,600 +99,600	+2,490%	+$21.9M	1.54%	9
2016 Q3	$870K	Buy	+4,000	New	+$870K	0.05%	246
2016 Q2	–	Sell	-69,300	Closed	-$14.3M	–	376
2016 Q1	$14.3M	Buy	69,300 +36,200	+109%	+$7.1M	0.89%	23
2015 Q4	$6.78M	Buy	33,100 +15,900	+92%	+$3.28M	0.7%	45
2015 Q3	$3.31M	Buy	+17,200	New	+$3.51M	0.28%	110

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 $374B AUM 17.66% 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

J. Goldman & Co's IVV Position: Q1 2020 in Review

J. Goldman & Co sold out of iShares Core S&P 500 ETF (IVV) in Q1 2020, closing a stake of 741,000 shares — an estimated $240M sold.

J. Goldman & Co first reported a position in IVV in Q3 2015 and held it in 8 quarters. The position peaked at $240M in Q4 2019. 1,829 funds tracked by Wall St. Rank hold IVV as of Q1 2020.

J. Goldman & Co reported no remaining iShares Core S&P 500 ETF position as of Q1 2020 after selling out during the quarter.
J. Goldman & Co sold 741,000 iShares Core S&P 500 ETF shares in Q1 2020, an estimated $240M.
J. Goldman & Co first reported a position in iShares Core S&P 500 ETF in Q3 2015 and held it in 8 quarters.
J. Goldman & Co's iShares Core S&P 500 ETF position peaked at $240M in Q4 2019.
1,829 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2020.

Based on J. Goldman & Co's 13F filing for Q1 2020, filed 15 May 2020.