Partnervest Advisory Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Partnervest Advisory Services’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 Q3	$2.51M	Buy	7,457 +336	+5%	+$112K	0.79%	21
2020 Q2	$2.21M	Buy	7,121 +3,441	+94%	+$1.01M	0.83%	18
2020 Q1	$951K	Buy	3,680 +50	+1%	+$15.3K	0.43%	45
2019 Q4	$1.17M	Sell	3,630 -310	-8%	-$95.9K	0.43%	44
2019 Q3	$1.18M	Buy	3,940 +361	+10%	+$107K	0.42%	47
2019 Q2	$1.05M	Sell	3,579 -677	-16%	-$196K	0.42%	52
2019 Q1	$1.21M	Sell	4,256 -988	-19%	-$270K	0.5%	35
2018 Q4	$1.32M	Buy	5,244 +3,430	+189%	+$931K	0.64%	30
2018 Q3	$531K	Buy	1,814 +115	+7%	+$33K	0.21%	101
2018 Q2	$464K	Sell	1,699 -485	-22%	-$132K	0.21%	94
2018 Q1	$580K	Buy	2,184 +321	+17%	+$88.3K	0.28%	79
2017 Q4	$501K	Buy	1,863 +498	+36%	+$130K	0.24%	92
2017 Q3	$345K	Sell	1,365 -107	-7%	-$26.6K	0.17%	128
2017 Q2	$358K	Buy	1,472 +152	+12%	+$36.7K	0.16%	132
2017 Q1	$313K	Sell	1,320 -43	-3%	-$10.1K	0.14%	140
2016 Q4	$307K	Buy	1,363 +27	+2%	+$5.93K	0.14%	144
2016 Q3	$291K	Sell	1,336 -229	-15%	-$49.8K	0.14%	158
2016 Q2	$330K	Sell	1,565 -638	-29%	-$133K	0.16%	134
2016 Q1	$455K	Buy	2,203 +169	+8%	+$33.2K	0.24%	95
2015 Q4	$417K	Buy	2,034 +359	+21%	+$74.2K	0.23%	90
2015 Q3	$323K	Buy	1,675 +164	+11%	+$33.5K	0.18%	110
2015 Q2	$313K	Buy	1,511 +421	+39%	+$89.1K	0.16%	121
2015 Q1	$227K	Sell	1,090 -792	-42%	-$165K	0.12%	134
2014 Q4	$389K	Sell	1,882 -508	-21%	-$103K	0.19%	91
2014 Q3	$474K	Sell	2,390 -437	-15%	-$87K	0.25%	72
2014 Q2	$557K	Buy	2,827 +1,109	+65%	+$212K	0.25%	62
2014 Q1	$323K	Buy	1,718 +314	+22%	+$58K	0.14%	103
2013 Q4	$261K	Buy	1,404 +114	+9%	+$20.3K	0.12%	126
2013 Q3	$218K	Buy	1,290 +1,186	+1,140%	+$200K	0.11%	110
2013 Q2	$17K	Buy	+104	New	+$16.8K	0.01%	459

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Partnervest Advisory Services's IVV Position: Q3 2020 in Review

Partnervest Advisory Services increased its iShares Core S&P 500 ETF (IVV) stake by 4.7% in Q3 2020, buying an estimated $112K and bringing the position to 7,457 shares worth $2.51M. The position accounts for 0.79% of the portfolio, ranked #21.

Partnervest Advisory Services first reported a position in IVV in Q2 2013 and has held it in 30 quarters since. 1,938 funds tracked by Wall St. Rank hold IVV as of Q3 2020.

Partnervest Advisory Services held 7,457 shares of iShares Core S&P 500 ETF worth $2.51M as of Q3 2020.
Partnervest Advisory Services bought 336 iShares Core S&P 500 ETF shares in Q3 2020, an estimated $112K.
iShares Core S&P 500 ETF made up 0.79% of Partnervest Advisory Services's portfolio in Q3 2020, its #21 holding.
Partnervest Advisory Services first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 30 quarters since.
1,938 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.