OptiFour Integrated Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

OptiFour Integrated Wealth Management’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 Q4	$687K	Hold	2,124	–	–	0.47%	28
2019 Q3	$634K	Hold	2,124	–	–	0.45%	28
2019 Q2	$626K	Hold	2,124	–	–	0.44%	31
2019 Q1	$604K	Sell	2,124 -59	-3%	-$16.1K	0.49%	20
2018 Q4	$549K	Buy	2,183 +177	+9%	+$48.1K	0.5%	19
2018 Q3	$587K	Hold	2,006	–	–	0.48%	23
2018 Q2	$548K	Hold	2,006	–	–	0.47%	25
2018 Q1	$532K	Sell	2,006 -10	-0.5%	-$2.75K	0.44%	30
2017 Q4	$542K	Buy	+2,016	New	+$528K	0.45%	31

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

OptiFour Integrated Wealth Management's IVV Position: Q4 2019 in Review

OptiFour Integrated Wealth Management held its iShares Core S&P 500 ETF (IVV) position steady in Q4 2019 at 2,124 shares worth $687K. The position accounts for 0.47% of the portfolio, ranked #28.

OptiFour Integrated Wealth Management first reported a position in IVV in Q4 2017 and has held it in 9 quarters since. 1,912 funds tracked by Wall St. Rank hold IVV as of Q4 2019.

OptiFour Integrated Wealth Management held 2,124 shares of iShares Core S&P 500 ETF worth $687K as of Q4 2019.
OptiFour Integrated Wealth Management left its iShares Core S&P 500 ETF share count unchanged in Q4 2019.
iShares Core S&P 500 ETF made up 0.47% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #28 holding.
OptiFour Integrated Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 9 quarters since.
1,912 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.