LA
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Lau Associates’s iShares Core S&P 500 ETF IVV Stock Holding History

Lau Associates’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 		$3.15M Buy
9,760
+1,510
+18% +$467K 1.57% 15
2019
Q3 		$2.46M Buy
+8,250
New +$2.45M 1.3% 20

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Lau Associates's IVV Position: Q4 2019 in Review

Lau Associates increased its iShares Core S&P 500 ETF (IVV) stake by 18% in Q4 2019, buying an estimated $467K and bringing the position to 9,760 shares worth $3.15M. The position accounts for 1.57% of the portfolio, ranked #15.

Lau Associates first reported a position in IVV in Q3 2019 and has held it in 2 quarters since. 1,911 funds tracked by Wall St. Rank hold IVV as of Q4 2019.

  • Lau Associates held 9,760 shares of iShares Core S&P 500 ETF worth $3.15M as of Q4 2019.
  • Lau Associates bought 1,510 iShares Core S&P 500 ETF shares in Q4 2019, an estimated $467K.
  • iShares Core S&P 500 ETF made up 1.57% of Lau Associates's portfolio in Q4 2019, its #15 holding.
  • Lau Associates first reported a position in iShares Core S&P 500 ETF in Q3 2019 and has held it in 2 quarters since.
  • 1,911 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2019.

Based on Lau Associates's 13F filing for Q4 2019, filed 5 Feb 2020.