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Pecaut & Co’s iShares Core S&P 500 ETF IVV Stock Holding History

Pecaut & Co’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
2019
Q3 		– Sell
-2,655
Closed -$783K – 73
2019
Q2 		$783K Hold
2,655
– – 0.54% 34
2019
Q1 		$756K Sell
2,655
-350
-12% -$95.7K 0.52% 36
2018
Q4 		$756K Sell
3,005
-2,905
-49% -$789K 0.62% 31
2018
Q3 		$1.73M Hold
5,910
– – 1.2% 21
2018
Q2 		$1.61M Hold
5,910
– – 1.18% 23
2018
Q1 		$1.57M Buy
5,910
+100
+2% +$27.5K 1.19% 23
2017
Q4 		$1.56M Hold
5,810
– – 1.15% 26
2017
Q3 		$1.47M Hold
5,810
– – 1.2% 26
2017
Q2 		$1.41M Hold
5,810
– – 1.17% 27
2017
Q1 		$1.38M Buy
+5,810
New +$1.36M 1.23% 24

Other funds holding IVV

BlackRock
BlackRock New York $5.7T 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 $501B 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return