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JOYN Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

JOYN Advisors’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
-33
Closed -$8K – 739
2018
Q4 		$8K Hold
33
– – ﹤0.01% 1066
2018
Q3 		$10K Hold
33
– – ﹤0.01% 951
2018
Q2 		$9K Buy
+33
New +$8.98K ﹤0.01% 941

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JOYN Advisors's IVV Position: Q1 2019 in Review

JOYN Advisors sold out of iShares Core S&P 500 ETF (IVV) in Q1 2019, closing a stake of 33 shares — an estimated $8K sold.

JOYN Advisors first reported a position in IVV in Q2 2018 and held it in 3 quarters. The position peaked at $10K in Q3 2018. 1,604 funds tracked by Wall St. Rank hold IVV as of Q1 2019.

  • JOYN Advisors reported no remaining iShares Core S&P 500 ETF position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 33 iShares Core S&P 500 ETF shares in Q1 2019, an estimated $8K.
  • JOYN Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2018 and held it in 3 quarters.
  • JOYN Advisors's iShares Core S&P 500 ETF position peaked at $10K in Q3 2018.
  • 1,604 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.