Lehman Financial Resources’s iShares Core S&P 500 ETF IVV Stock Holding History

Lehman Financial Resources’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 Q3	$9.53M	Hold	32,569	–	–	4.47%	4
2018 Q2	$8.89M	Buy	32,569 +2,198	+7%	+$598K	4.48%	3
2018 Q1	$8.06M	Buy	30,371 +1,000	+3%	+$275K	4.13%	5
2017 Q4	$7.9M	Buy	29,371 +3,543	+14%	+$928K	4.1%	5
2017 Q3	$6.53M	Buy	25,828 +940	+4%	+$233K	3.32%	7
2017 Q2	$6.05M	Buy	24,888 +16	+0.1%	+$3.86K	3.4%	7
2017 Q1	$5.9M	Sell	24,872 -6,200	-20%	-$1.45M	3.26%	9
2016 Q4	$6.99M	Buy	31,072 +1,000	+3%	+$220K	3.98%	5
2016 Q3	$6.54M	Buy	30,072 +980	+3%	+$213K	3.78%	6
2016 Q2	$6.12M	Buy	29,092 +1,092	+4%	+$228K	3.07%	8
2016 Q1	$5.79M	Hold	28,000	–	–	3.09%	6
2015 Q4	$5.74M	Buy	+28,000	New	+$5.78M	3.09%	7

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lehman Financial Resources's IVV Position: Q3 2018 in Review

Lehman Financial Resources held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2018 at 32,569 shares worth $9.53M. The position accounts for 4.47% of the portfolio, ranked #4.

Lehman Financial Resources first reported a position in IVV in Q4 2015 and has held it in 12 quarters since. 1,436 funds tracked by Wall St. Rank hold IVV as of Q3 2018.

Lehman Financial Resources held 32,569 shares of iShares Core S&P 500 ETF worth $9.53M as of Q3 2018.
Lehman Financial Resources left its iShares Core S&P 500 ETF share count unchanged in Q3 2018.
iShares Core S&P 500 ETF made up 4.47% of Lehman Financial Resources's portfolio in Q3 2018, its #4 holding.
Lehman Financial Resources first reported a position in iShares Core S&P 500 ETF in Q4 2015 and has held it in 12 quarters since.
1,436 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.