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Leicht Financial Planning & Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Leicht Financial Planning & Wealth Management’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
2020
Q2 		– Sell
-2,483
Closed -$643K – 34
2020
Q1 		$643K Sell
2,483
-12,497
-83% -$3.83M 0.62% 25
2019
Q4 		$4.84M Buy
+14,980
New +$4.64M 4.41% 5

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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's IVV Position: Q2 2020 in Review

Leicht Financial Planning & Wealth Management sold out of iShares Core S&P 500 ETF (IVV) in Q2 2020, closing a stake of 2,483 shares — an estimated $643K sold.

Leicht Financial Planning & Wealth Management first reported a position in IVV in Q4 2019 and held it in 2 quarters. The position peaked at $4.84M in Q4 2019. 1,895 funds tracked by Wall St. Rank hold IVV as of Q2 2020.

  • Leicht Financial Planning & Wealth Management reported no remaining iShares Core S&P 500 ETF position as of Q2 2020 after selling out during the quarter.
  • Leicht Financial Planning & Wealth Management sold 2,483 iShares Core S&P 500 ETF shares in Q2 2020, an estimated $643K.
  • Leicht Financial Planning & Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2019 and held it in 2 quarters.
  • Leicht Financial Planning & Wealth Management's iShares Core S&P 500 ETF position peaked at $4.84M in Q4 2019.
  • 1,895 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2020.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q2 2020, filed 10 Jul 2020.