Kays Financial Advisory’s iShares Core S&P 500 ETF IVV Stock Holding History

Kays Financial Advisory’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 Q4	–	Sell	-1,119	Closed	-$334K	–	107
2019 Q3	$334K	Hold	1,119	–	–	0.06%	91
2019 Q2	$330K	Hold	1,119	–	–	0.06%	88
2019 Q1	$318K	Buy	+1,119	New	+$306K	0.06%	90
2018 Q4	–	Sell	-919	Closed	-$269K	–	109
2018 Q3	$269K	Buy	+919	New	+$264K	0.06%	78
2018 Q1	–	Sell	-809	Closed	-$217K	–	78
2017 Q4	$217K	Sell	809 -143	-15%	-$37.4K	0.06%	82
2017 Q3	$241K	Buy	952 +115	+14%	+$28.6K	0.08%	73
2017 Q2	$203K	Buy	+837	New	+$202K	0.07%	73

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

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

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

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Kays Financial Advisory's IVV Position: Q4 2019 in Review

Kays Financial Advisory sold out of iShares Core S&P 500 ETF (IVV) in Q4 2019, closing a stake of 1,119 shares — an estimated $334K sold.

Kays Financial Advisory first reported a position in IVV in Q2 2017 and held it in 7 quarters. The position peaked at $334K in Q3 2019. 1,911 funds tracked by Wall St. Rank hold IVV as of Q4 2019.

Kays Financial Advisory reported no remaining iShares Core S&P 500 ETF position as of Q4 2019 after selling out during the quarter.
Kays Financial Advisory sold 1,119 iShares Core S&P 500 ETF shares in Q4 2019, an estimated $334K.
Kays Financial Advisory first reported a position in iShares Core S&P 500 ETF in Q2 2017 and held it in 7 quarters.
Kays Financial Advisory's iShares Core S&P 500 ETF position peaked at $334K in Q3 2019.
1,911 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2019.

Based on Kays Financial Advisory's 13F filing for Q4 2019, filed 27 Jan 2020.