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

Patriot 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
2018 Q4	$220K	Sell	873 -860	-50%	-$234K	0.03%	77
2018 Q3	$507K	Buy	+1,733	New	+$497K	0.06%	72
2017 Q3	–	Sell	-1,317	Closed	-$321K	–	80
2017 Q2	$321K	Hold	1,317	–	–	0.05%	75
2017 Q1	$312K	Buy	+1,317	New	+$308K	0.05%	67

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Patriot Wealth Management's IVV Position: Q4 2018 in Review

Patriot Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 50% in Q4 2018, selling an estimated $234K and leaving 873 shares worth $220K. The position accounts for 0.03% of the portfolio, ranked #77.

Patriot Wealth Management first reported a position in IVV in Q1 2017 and has held it in 4 quarters since. The position peaked at $507K in Q3 2018. 1,602 funds tracked by Wall St. Rank hold IVV as of Q4 2018.

Patriot Wealth Management held 873 shares of iShares Core S&P 500 ETF worth $220K as of Q4 2018.
Patriot Wealth Management sold 860 iShares Core S&P 500 ETF shares in Q4 2018, an estimated $234K.
iShares Core S&P 500 ETF made up 0.03% of Patriot Wealth Management's portfolio in Q4 2018, its #77 holding.
Patriot Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2017 and has held it in 4 quarters since.
Patriot Wealth Management's iShares Core S&P 500 ETF position peaked at $507K in Q3 2018.
1,602 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2018.

Based on Patriot Wealth Management's 13F filing for Q4 2018, filed 7 Jan 2019.