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Nikulski Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

Nikulski Financial’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
-857
Closed -$281K – 103
2019
Q4 		$281K Buy
857
+1
+0.1% +$309 0.2% 76
2019
Q3 		$255K Buy
856
+1
+0.1% +$297 0.21% 76
2019
Q2 		$256K Buy
855
+1
+0.1% +$290 0.22% 74
2019
Q1 		$243K Buy
+854
New +$234K 0.24% 68

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Nikulski Financial's IVV Position: Q1 2020 in Review

Nikulski Financial sold out of iShares Core S&P 500 ETF (IVV) in Q1 2020, closing a stake of 857 shares — an estimated $281K sold.

Nikulski Financial first reported a position in IVV in Q1 2019 and held it in 4 quarters. The position peaked at $281K in Q4 2019. 1,829 funds tracked by Wall St. Rank hold IVV as of Q1 2020.

  • Nikulski Financial reported no remaining iShares Core S&P 500 ETF position as of Q1 2020 after selling out during the quarter.
  • Nikulski Financial sold 857 iShares Core S&P 500 ETF shares in Q1 2020, an estimated $281K.
  • Nikulski Financial first reported a position in iShares Core S&P 500 ETF in Q1 2019 and held it in 4 quarters.
  • Nikulski Financial's iShares Core S&P 500 ETF position peaked at $281K in Q4 2019.
  • 1,829 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2020.

Based on Nikulski Financial's 13F filing for Q1 2020, filed 29 Apr 2020.