Jackson Financial Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Jackson Financial Management’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
2019 Q1	–	Sell	-1,164	Closed	-$293K	–	41
2018 Q4	$293K	Buy	1,164 +96	+9%	+$26.1K	0.32%	28
2018 Q3	$313K	Hold	1,068	–	–	0.25%	31
2018 Q2	$292K	Buy	1,068 +173	+19%	+$47.1K	0.26%	33
2018 Q1	$238K	Buy	+895	New	+$246K	0.22%	33

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jackson Financial Management's IVV Position: Q1 2019 in Review

Jackson Financial Management sold out of iShares Core S&P 500 ETF (IVV) in Q1 2019, closing a stake of 1,164 shares — an estimated $293K sold.

Jackson Financial Management first reported a position in IVV in Q1 2018 and held it in 4 quarters. The position peaked at $313K in Q3 2018. 1,604 funds tracked by Wall St. Rank hold IVV as of Q1 2019.

Jackson Financial Management reported no remaining iShares Core S&P 500 ETF position as of Q1 2019 after selling out during the quarter.
Jackson Financial Management sold 1,164 iShares Core S&P 500 ETF shares in Q1 2019, an estimated $293K.
Jackson Financial Management first reported a position in iShares Core S&P 500 ETF in Q1 2018 and held it in 4 quarters.
Jackson Financial Management's iShares Core S&P 500 ETF position peaked at $313K in Q3 2018.
1,604 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2019.

Based on Jackson Financial Management's 13F filing for Q1 2019, filed 6 May 2019.