Lodestar Investment Counsel’s iShares Core S&P 500 ETF IVV Stock Holding History

Lodestar Investment Counsel’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 Q2	$637K	Hold	2,162	–	–	0.07%	118
2019 Q1	$615K	Hold	2,162	–	–	0.07%	120
2018 Q4	$544K	Hold	2,162	–	–	0.07%	121
2018 Q3	$633K	Hold	2,162	–	–	0.07%	122
2018 Q2	$590K	Buy	+2,162	New	+$588K	0.07%	126
2015 Q3	–	Sell	-1,030	Closed	-$213K	–	146
2015 Q2	$213K	Sell	1,030 -200	-16%	-$42.3K	0.03%	144
2015 Q1	$256K	Buy	+1,230	New	+$256K	0.04%	136

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Lodestar Investment Counsel's IVV Position: Q2 2019 in Review

Lodestar Investment Counsel held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2019 at 2,162 shares worth $637K. The position accounts for 0.07% of the portfolio, ranked #118.

Lodestar Investment Counsel first reported a position in IVV in Q1 2015 and has held it in 7 quarters since. 1,627 funds tracked by Wall St. Rank hold IVV as of Q2 2019.

Lodestar Investment Counsel held 2,162 shares of iShares Core S&P 500 ETF worth $637K as of Q2 2019.
Lodestar Investment Counsel left its iShares Core S&P 500 ETF share count unchanged in Q2 2019.
iShares Core S&P 500 ETF made up 0.07% of Lodestar Investment Counsel's portfolio in Q2 2019, its #118 holding.
Lodestar Investment Counsel first reported a position in iShares Core S&P 500 ETF in Q1 2015 and has held it in 7 quarters since.
1,627 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2019.

Based on Lodestar Investment Counsel's 13F filing for Q2 2019, filed 10 Jul 2019.