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

Kabarec Financial 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
2018
Q2 		$88K Hold
324
– – 0.07% 51
2018
Q1 		$86K Buy
+324
New +$89.1K 0.05% 51

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Kabarec Financial Advisors's IVV Position: Q2 2018 in Review

Kabarec Financial Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2018 at 324 shares worth $88K. The position accounts for 0.07% of the portfolio, ranked #51.

Kabarec Financial Advisors first reported a position in IVV in Q1 2018 and has held it in 2 quarters since. 1,398 funds tracked by Wall St. Rank hold IVV as of Q2 2018.

  • Kabarec Financial Advisors held 324 shares of iShares Core S&P 500 ETF worth $88K as of Q2 2018.
  • Kabarec Financial Advisors left its iShares Core S&P 500 ETF share count unchanged in Q2 2018.
  • iShares Core S&P 500 ETF made up 0.07% of Kabarec Financial Advisors's portfolio in Q2 2018, its #51 holding.
  • Kabarec Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2018 and has held it in 2 quarters since.
  • 1,398 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.