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PHH Investments’s iShares Core S&P 500 ETF IVV Stock Holding History

PHH Investments’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
Q3 		– Sell
-1,416
Closed -$387K – 85
2018
Q2 		$387K Hold
1,416
– – 0.12% 68
2018
Q1 		$376K Sell
1,416
-15
-1% -$4.13K 0.12% 70
2017
Q4 		$385K Buy
1,431
+62
+5% +$16.2K 0.12% 67
2017
Q3 		$346K Sell
1,369
-809
-37% -$201K 0.12% 67
2017
Q2 		$530K Buy
+2,178
New +$526K 0.18% 62
2017
Q1 		– Sell
-1,490
Closed -$344K – 74
2016
Q4 		$344K Buy
+1,490
New +$327K 0.14% 61

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PHH Investments's IVV Position: Q3 2018 in Review

PHH Investments sold out of iShares Core S&P 500 ETF (IVV) in Q3 2018, closing a stake of 1,416 shares — an estimated $387K sold.

PHH Investments first reported a position in IVV in Q4 2016 and held it in 6 quarters. The position peaked at $530K in Q2 2017. 1,436 funds tracked by Wall St. Rank hold IVV as of Q3 2018.

  • PHH Investments reported no remaining iShares Core S&P 500 ETF position as of Q3 2018 after selling out during the quarter.
  • PHH Investments sold 1,416 iShares Core S&P 500 ETF shares in Q3 2018, an estimated $387K.
  • PHH Investments first reported a position in iShares Core S&P 500 ETF in Q4 2016 and held it in 6 quarters.
  • PHH Investments's iShares Core S&P 500 ETF position peaked at $530K in Q2 2017.
  • 1,436 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2018.

Based on PHH Investments's 13F filing for Q3 2018, filed 13 Nov 2018.