Oak Point Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
PPA
Oak Point Wealth Management's IVV Position: Q1 2018 in Review
Oak Point Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 36% in Q1 2018, buying an estimated $947K and bringing the position to 12,989 shares worth $3.37M. The position accounts for 3.44% of the portfolio, ranked #2.
Oak Point Wealth Management first reported a position in IVV in Q4 2017 and has held it in 2 quarters since. 1,364 funds tracked by Wall St. Rank hold IVV as of Q1 2018.
- Oak Point Wealth Management held 12,989 shares of iShares Core S&P 500 ETF worth $3.37M as of Q1 2018.
- Oak Point Wealth Management bought 3,443 iShares Core S&P 500 ETF shares in Q1 2018, an estimated $947K.
- iShares Core S&P 500 ETF made up 3.44% of Oak Point Wealth Management's portfolio in Q1 2018, its #2 holding.
- Oak Point Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 2 quarters since.
- 1,364 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2018.
Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.