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MRA Associates USA’s iShares Core S&P 500 ETF IVV Stock Holding History

MRA Associates USA’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
Q3 		$403K Hold
1,349
– – 1.58% 19
2019
Q2 		$398K Hold
1,349
– – 1.57% 19
2019
Q1 		$384K Hold
1,349
– – 0.68% 16
2018
Q4 		$340K Buy
+1,349
New +$366K 0.52% 18

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MRA Associates USA's IVV Position: Q3 2019 in Review

MRA Associates USA held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2019 at 1,349 shares worth $403K. The position accounts for 1.58% of the portfolio, ranked #19.

MRA Associates USA first reported a position in IVV in Q4 2018 and has held it in 4 quarters since. 1,660 funds tracked by Wall St. Rank hold IVV as of Q3 2019.

  • MRA Associates USA held 1,349 shares of iShares Core S&P 500 ETF worth $403K as of Q3 2019.
  • MRA Associates USA left its iShares Core S&P 500 ETF share count unchanged in Q3 2019.
  • iShares Core S&P 500 ETF made up 1.58% of MRA Associates USA's portfolio in Q3 2019, its #19 holding.
  • MRA Associates USA first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 4 quarters since.
  • 1,660 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2019.

Based on MRA Associates USA's 13F filing for Q3 2019, filed 8 Nov 2019.