Nancy B. Gardiner’s iShares Core S&P 500 ETF IVV Stock Holding History

Nancy B. Gardiner’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	$216K	Buy	+698	New	+$205K	0.36%	63

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

Nancy B. Gardiner's IVV Position: Q2 2020 in Review

Nancy B. Gardiner opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2020: 698 shares worth $216K. The stake represents 0.36% of the portfolio and ranks #63 among its holdings.

1,895 funds tracked by Wall St. Rank hold IVV as of Q2 2020.

Nancy B. Gardiner held 698 shares of iShares Core S&P 500 ETF worth $216K as of Q2 2020.
iShares Core S&P 500 ETF was a new Nancy B. Gardiner position in Q2 2020.
iShares Core S&P 500 ETF made up 0.36% of Nancy B. Gardiner's portfolio in Q2 2020, its #63 holding.
1,895 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2020.

Based on Nancy B. Gardiner's 13F filing for Q2 2020, filed 28 Jul 2020.