Palo Capital’s iShares Core S&P 500 ETF IVV Stock Holding History

Palo Capital’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
2018 Q4	$833K	Buy	+3,312	New	+$899K	0.35%	88

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Palo Capital's IVV Position: Q4 2018 in Review

Palo Capital opened a new position in iShares Core S&P 500 ETF (IVV) in Q4 2018: 3,312 shares worth $833K. The stake represents 0.35% of the portfolio and ranks #88 among its holdings.

1,601 funds tracked by Wall St. Rank hold IVV as of Q4 2018.

Palo Capital held 3,312 shares of iShares Core S&P 500 ETF worth $833K as of Q4 2018.
iShares Core S&P 500 ETF was a new Palo Capital position in Q4 2018.
iShares Core S&P 500 ETF made up 0.35% of Palo Capital's portfolio in Q4 2018, its #88 holding.
1,601 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2018.

Based on Palo Capital's 13F filing for Q4 2018, filed 30 Jan 2019.