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New England Investment & Retirement Group’s iShares Core S&P 500 ETF IVV Stock Holding History

New England Investment & Retirement Group’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 		– Sell
-45
Closed -$12K – 143
2020
Q1 		$12K Buy
+45
New +$13.8K 0.01% 132

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

New England Investment & Retirement Group's IVV Position: Q2 2020 in Review

New England Investment & Retirement Group sold out of iShares Core S&P 500 ETF (IVV) in Q2 2020, closing a stake of 45 shares — an estimated $12K sold.

New England Investment & Retirement Group first reported a position in IVV in Q1 2020 and held it in 1 quarter. The position peaked at $12K in Q1 2020. 1,895 funds tracked by Wall St. Rank hold IVV as of Q2 2020.

  • New England Investment & Retirement Group reported no remaining iShares Core S&P 500 ETF position as of Q2 2020 after selling out during the quarter.
  • New England Investment & Retirement Group sold 45 iShares Core S&P 500 ETF shares in Q2 2020, an estimated $12K.
  • New England Investment & Retirement Group first reported a position in iShares Core S&P 500 ETF in Q1 2020 and held it in 1 quarter.
  • New England Investment & Retirement Group's iShares Core S&P 500 ETF position peaked at $12K in Q1 2020.
  • 1,895 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2020.

Based on New England Investment & Retirement Group's 13F filing for Q2 2020, filed 3 Aug 2020.