LWM
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Lyons Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Lyons 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
2016
Q2 		– Sell
-18,200
Closed -$78K – 65
2016
Q1 		$78K Buy
+18,200
New +$3.57M 0.11% 45

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $8.57B AUM 20.17% 1-Year Est. Return

Lyons Wealth Management's IVV Position: Q1 2016 in Review

Lyons Wealth Management sold out of iShares Core S&P 500 ETF (IVV) in Q1 2016, closing a stake of 3,003 shares — an estimated $589K sold.

Lyons Wealth Management first reported a position in IVV in Q2 2013 and held it in 8 quarters. The position peaked at $12.8M in Q2 2013. 904 funds tracked by Wall St. Rank hold IVV as of Q1 2016.

  • Lyons Wealth Management reported no remaining iShares Core S&P 500 ETF position as of Q1 2016 after selling out during the quarter.
  • Lyons Wealth Management sold 3,003 iShares Core S&P 500 ETF shares in Q1 2016, an estimated $589K.
  • Lyons Wealth Management first reported a position in iShares Core S&P 500 ETF in Q2 2013 and held it in 8 quarters.
  • Lyons Wealth Management's iShares Core S&P 500 ETF position peaked at $12.8M in Q2 2013.
  • 904 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2016.

Based on Lyons Wealth Management's 13F filing for Q1 2016, filed 20 May 2016.