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

Leonetti & 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
2018 Q4	$478K	Sell	1,900 -106	-5%	-$28.8K	0.18%	27
2018 Q3	$587K	Sell	2,006 -94	-4%	-$27K	0.15%	29
2018 Q2	$573K	Sell	2,100 -42	-2%	-$11.4K	0.16%	30
2018 Q1	$568K	Sell	2,142 -17	-0.8%	-$4.67K	0.16%	33
2017 Q4	$580K	Sell	2,159 -77	-3%	-$20.2K	0.16%	32
2017 Q3	$566K	Buy	2,236 +56	+3%	+$13.9K	0.15%	35
2017 Q2	$531K	Buy	2,180 +58	+3%	+$14K	0.15%	34
2017 Q1	$503K	Buy	+2,122	New	+$496K	0.15%	34

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Leonetti & Associates's IVV Position: Q4 2018 in Review

Leonetti & Associates reduced its iShares Core S&P 500 ETF (IVV) stake by 5.3% in Q4 2018, selling an estimated $28.8K and leaving 1,900 shares worth $478K. The position accounts for 0.18% of the portfolio, ranked #27.

Leonetti & Associates first reported a position in IVV in Q1 2017 and has held it in 8 quarters since. The position peaked at $587K in Q3 2018. 1,601 funds tracked by Wall St. Rank hold IVV as of Q4 2018.

Leonetti & Associates held 1,900 shares of iShares Core S&P 500 ETF worth $478K as of Q4 2018.
Leonetti & Associates sold 106 iShares Core S&P 500 ETF shares in Q4 2018, an estimated $28.8K.
iShares Core S&P 500 ETF made up 0.18% of Leonetti & Associates's portfolio in Q4 2018, its #27 holding.
Leonetti & Associates first reported a position in iShares Core S&P 500 ETF in Q1 2017 and has held it in 8 quarters since.
Leonetti & Associates's iShares Core S&P 500 ETF position peaked at $587K in Q3 2018.
1,601 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2018.

Based on Leonetti & Associates's 13F filing for Q4 2018, filed 19 Feb 2019.