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Lafayette Investments’s iShares Core S&P 500 ETF IVV Stock Holding History

Lafayette Investments’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
2021
Q1 		– Sell
-656
Closed -$246K – 91
2020
Q4 		$246K Hold
656
– – 0.08% 81
2020
Q3 		$220K Hold
656
– – 0.08% 82
2020
Q2 		$203K Buy
+656
New +$193K 0.08% 78

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Lafayette Investments's IVV Position: Q1 2021 in Review

Lafayette Investments sold out of iShares Core S&P 500 ETF (IVV) in Q1 2021, closing a stake of 656 shares — an estimated $246K sold.

Lafayette Investments first reported a position in IVV in Q2 2020 and held it in 3 quarters. The position peaked at $246K in Q4 2020. 2,205 funds tracked by Wall St. Rank hold IVV as of Q1 2021.

  • Lafayette Investments reported no remaining iShares Core S&P 500 ETF position as of Q1 2021 after selling out during the quarter.
  • Lafayette Investments sold 656 iShares Core S&P 500 ETF shares in Q1 2021, an estimated $246K.
  • Lafayette Investments first reported a position in iShares Core S&P 500 ETF in Q2 2020 and held it in 3 quarters.
  • Lafayette Investments's iShares Core S&P 500 ETF position peaked at $246K in Q4 2020.
  • 2,205 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2021.

Based on Lafayette Investments's 13F filing for Q1 2021, filed 12 May 2021.