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Osborn Williams & Donohoe’s iShares Core S&P 500 ETF IVV Stock Holding History

Osborn Williams & Donohoe’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
-2,791
Closed -$902K – 282
2019
Q4 		$902K Sell
2,791
-10
-0.4% -$3.1K 0.09% 176
2019
Q3 		$836K Sell
2,801
-115
-4% -$34.2K 0.08% 180
2019
Q2 		$859K Sell
2,916
-487
-14% -$141K 0.09% 180
2019
Q1 		$988K Buy
+3,403
New +$931K 0.1% 178

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

Osborn Williams & Donohoe's IVV Position: Q1 2020 in Review

Osborn Williams & Donohoe sold out of iShares Core S&P 500 ETF (IVV) in Q1 2020, closing a stake of 2,791 shares — an estimated $902K sold.

Osborn Williams & Donohoe first reported a position in IVV in Q1 2019 and held it in 4 quarters. The position peaked at $988K in Q1 2019. 1,829 funds tracked by Wall St. Rank hold IVV as of Q1 2020.

  • Osborn Williams & Donohoe reported no remaining iShares Core S&P 500 ETF position as of Q1 2020 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 2,791 iShares Core S&P 500 ETF shares in Q1 2020, an estimated $902K.
  • Osborn Williams & Donohoe first reported a position in iShares Core S&P 500 ETF in Q1 2019 and held it in 4 quarters.
  • Osborn Williams & Donohoe's iShares Core S&P 500 ETF position peaked at $988K in Q1 2019.
  • 1,829 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2020.

Based on Osborn Williams & Donohoe's 13F filing for Q1 2020, filed 4 May 2020.