LYV
IVV icon

Live Your Vision’s iShares Core S&P 500 ETF IVV Stock Holding History

Live Your Vision’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 		– Sell
-61
Closed -$17K – 298
2018
Q2 		$17K Buy
+61
New +$16.6K 0.01% 193

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Live Your Vision's IVV Position: Q3 2018 in Review

Live Your Vision sold out of iShares Core S&P 500 ETF (IVV) in Q3 2018, closing a stake of 61 shares — an estimated $17K sold.

Live Your Vision first reported a position in IVV in Q2 2018 and held it in 1 quarter. The position peaked at $17K in Q2 2018. 1,436 funds tracked by Wall St. Rank hold IVV as of Q3 2018.

  • Live Your Vision reported no remaining iShares Core S&P 500 ETF position as of Q3 2018 after selling out during the quarter.
  • Live Your Vision sold 61 iShares Core S&P 500 ETF shares in Q3 2018, an estimated $17K.
  • Live Your Vision first reported a position in iShares Core S&P 500 ETF in Q2 2018 and held it in 1 quarter.
  • Live Your Vision's iShares Core S&P 500 ETF position peaked at $17K in Q2 2018.
  • 1,436 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2018.

Based on Live Your Vision's 13F filing for Q3 2018, filed 29 Oct 2018.