Maxim Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Maxim Capital 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 Q2	$8.91M	Buy	27,454 +577	+2%	+$169K	7.96%	4
2020 Q1	$6.95M	Sell	26,877 -2,524	-9%	-$773K	7.2%	6
2019 Q4	$7.4M	Buy	29,401 +1,011	+4%	+$313K	7.64%	4
2019 Q3	$8.47M	Sell	28,390 -1,652	-5%	-$491K	7.65%	6
2019 Q2	$8.86M	Buy	30,042 +151	+0.5%	+$43.8K	8.29%	5
2019 Q1	$8.51M	Buy	29,891 +490	+2%	+$134K	7.92%	5
2018 Q4	$7.4M	Buy	+29,401	New	+$7.98M	7.64%	4

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Maxim Capital Management's IVV Position: Q2 2020 in Review

Maxim Capital Management increased its iShares Core S&P 500 ETF (IVV) stake by 2.1% in Q2 2020, buying an estimated $169K and bringing the position to 27,454 shares worth $8.91M. The position accounts for 7.96% of the portfolio, ranked #4.

Maxim Capital Management first reported a position in IVV in Q4 2018 and has held it in 7 quarters since. 1,894 funds tracked by Wall St. Rank hold IVV as of Q2 2020.

Maxim Capital Management held 27,454 shares of iShares Core S&P 500 ETF worth $8.91M as of Q2 2020.
Maxim Capital Management bought 577 iShares Core S&P 500 ETF shares in Q2 2020, an estimated $169K.
iShares Core S&P 500 ETF made up 7.96% of Maxim Capital Management's portfolio in Q2 2020, its #4 holding.
Maxim Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 7 quarters since.
1,894 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2020.

Based on Maxim Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.