PIA
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Peachtree Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Peachtree Investment Advisors’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 		$9.83M Buy
39,083
+9,101
+30% +$2.47M 7.58% 2
2018
Q3 		$8.78M Buy
29,982
+679
+2% +$195K 5.99% 4
2018
Q2 		$8M Buy
29,303
+230
+0.8% +$62.6K 5.79% 5
2018
Q1 		$7.71M Sell
29,073
-2,263
-7% -$622K 5.8% 4
2017
Q4 		$8.43M Buy
31,336
+2,757
+10% +$722K 6.44% 2
2017
Q3 		$7.23M Buy
28,579
+1,571
+6% +$390K 6.21% 3
2017
Q2 		$6.57M Buy
27,008
+3,220
+14% +$777K 5.63% 3
2017
Q1 		$5.64M Buy
23,788
+6,844
+40% +$1.6M 5.17% 2
2016
Q4 		$3.81M Sell
16,944
-215
-1% -$47.3K 3.74% 3
2016
Q3 		$3.73M Buy
17,159
+90
+0.5% +$19.6K 3.66% 5
2016
Q2 		$3.59M Buy
17,069
+325
+2% +$67.8K 3.65% 3
2016
Q1 		$3.46M Buy
16,744
+475
+3% +$93.2K 3.47% 5
2015
Q4 		$3.33M Buy
16,269
+3,025
+23% +$625K 3.49% 5
2015
Q3 		$2.55M Sell
13,244
-2,444
-16% -$499K 2.65% 6
2015
Q2 		$3.25M Buy
15,688
+4,894
+45% +$1.04M 2.43% 6
2015
Q1 		$2.24M Buy
10,794
+6,507
+152% +$1.35M 1.61% 7
2014
Q4 		$887K Buy
4,287
+891
+26% +$180K 0.59% 46
2014
Q3 		$673K Buy
3,396
+16
+0.5% +$3.18K 0.45% 70
2014
Q2 		$666K Buy
3,380
+15
+0.4% +$2.87K 0.44% 67
2014
Q1 		$633K Hold
3,365
– – 0.43% 66
2013
Q4 		$625K Buy
+3,365
New +$599K 0.43% 67

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Peachtree Investment Advisors's IVV Position: Q4 2018 in Review

Peachtree Investment Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 30% in Q4 2018, buying an estimated $2.47M and bringing the position to 39,083 shares worth $9.83M. The position accounts for 7.58% of the portfolio, ranked #2.

Peachtree Investment Advisors first reported a position in IVV in Q4 2013 and has held it in 21 quarters since. 1,601 funds tracked by Wall St. Rank hold IVV as of Q4 2018.

  • Peachtree Investment Advisors held 39,083 shares of iShares Core S&P 500 ETF worth $9.83M as of Q4 2018.
  • Peachtree Investment Advisors bought 9,101 iShares Core S&P 500 ETF shares in Q4 2018, an estimated $2.47M.
  • iShares Core S&P 500 ETF made up 7.58% of Peachtree Investment Advisors's portfolio in Q4 2018, its #2 holding.
  • Peachtree Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2013 and has held it in 21 quarters since.
  • 1,601 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2018.

Based on Peachtree Investment Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.