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 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

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

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

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

PPA

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

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

Pecaut & Co's IVV Position: Q3 2019 in Review

Pecaut & Co sold out of iShares Core S&P 500 ETF (IVV) in Q3 2019, closing a stake of 2,655 shares — an estimated $783K sold.

Pecaut & Co first reported a position in IVV in Q1 2017 and held it in 10 quarters. The position peaked at $1.73M in Q3 2018. 1,660 funds tracked by Wall St. Rank hold IVV as of Q3 2019.

Pecaut & Co reported no remaining iShares Core S&P 500 ETF position as of Q3 2019 after selling out during the quarter.
Pecaut & Co sold 2,655 iShares Core S&P 500 ETF shares in Q3 2019, an estimated $783K.
Pecaut & Co first reported a position in iShares Core S&P 500 ETF in Q1 2017 and held it in 10 quarters.
Pecaut & Co's iShares Core S&P 500 ETF position peaked at $1.73M in Q3 2018.
1,660 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2019.

Based on Pecaut & Co's 13F filing for Q3 2019, filed 8 Nov 2019.