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

Long Road 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 Q4	–	Sell	-1,485	Closed	-$443K	–	68
2019 Q3	$443K	Hold	1,485	–	–	0.26%	60
2019 Q2	$438K	Hold	1,485	–	–	0.26%	62
2019 Q1	$423K	Hold	1,485	–	–	0.26%	62
2018 Q4	$374K	Hold	1,485	–	–	0.29%	56
2018 Q3	$435K	Hold	1,485	–	–	0.29%	58
2018 Q2	$405K	Hold	1,485	–	–	0.29%	59
2018 Q1	$394K	Hold	1,485	–	–	0.28%	62
2017 Q4	$399K	Sell	1,485 -222	-13%	-$58.1K	0.28%	61
2017 Q3	$432K	Buy	+1,707	New	+$424K	0.31%	61

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

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

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

Squarepoint New York $85.1B AUM 20.93% 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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Long Road Investment Counsel's IVV Position: Q4 2019 in Review

Long Road Investment Counsel sold out of iShares Core S&P 500 ETF (IVV) in Q4 2019, closing a stake of 1,485 shares — an estimated $443K sold.

Long Road Investment Counsel first reported a position in IVV in Q3 2017 and held it in 9 quarters. The position peaked at $443K in Q3 2019. 1,911 funds tracked by Wall St. Rank hold IVV as of Q4 2019.

Long Road Investment Counsel reported no remaining iShares Core S&P 500 ETF position as of Q4 2019 after selling out during the quarter.
Long Road Investment Counsel sold 1,485 iShares Core S&P 500 ETF shares in Q4 2019, an estimated $443K.
Long Road Investment Counsel first reported a position in iShares Core S&P 500 ETF in Q3 2017 and held it in 9 quarters.
Long Road Investment Counsel's iShares Core S&P 500 ETF position peaked at $443K in Q3 2019.
1,911 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2019.

Based on Long Road Investment Counsel's 13F filing for Q4 2019, filed 13 Feb 2020.