Mader & Shannon Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Mader & Shannon 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
2020 Q1	–	Sell	-41,803	Closed	-$13.5M	–	18
2019 Q4	$13.5M	Buy	41,803 +676	+2%	+$209K	10.88%	5
2019 Q3	$12.3M	Buy	+41,127	New	+$12.2M	9.72%	5
2018 Q4	–	Sell	-56,143	Closed	-$16.4M	–	17
2018 Q3	$16.4M	Buy	+56,143	New	+$16.1M	12.74%	3
2017 Q1	–	Sell	-62,898	Closed	-$14.2M	–	15
2016 Q4	$14.2M	Buy	+62,898	New	+$13.8M	11.77%	5
2016 Q3	–	Sell	-165,355	Closed	-$34.8M	–	23
2016 Q2	$34.8M	Sell	165,355 -12,155	-7%	-$2.54M	24.97%	2
2016 Q1	$36.7M	Buy	+177,510	New	+$34.8M	24.79%	2

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Mader & Shannon Wealth Management's IVV Position: Q1 2020 in Review

Mader & Shannon Wealth Management sold out of iShares Core S&P 500 ETF (IVV) in Q1 2020, closing a stake of 41,803 shares — an estimated $13.5M sold.

Mader & Shannon Wealth Management first reported a position in IVV in Q1 2016 and held it in 6 quarters. The position peaked at $36.7M in Q1 2016. 1,830 funds tracked by Wall St. Rank hold IVV as of Q1 2020.

Mader & Shannon Wealth Management reported no remaining iShares Core S&P 500 ETF position as of Q1 2020 after selling out during the quarter.
Mader & Shannon Wealth Management sold 41,803 iShares Core S&P 500 ETF shares in Q1 2020, an estimated $13.5M.
Mader & Shannon Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2016 and held it in 6 quarters.
Mader & Shannon Wealth Management's iShares Core S&P 500 ETF position peaked at $36.7M in Q1 2016.
1,830 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2020.

Based on Mader & Shannon Wealth Management's 13F filing for Q1 2020, filed 12 May 2020.