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

Piedmont 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
2020 Q2	–	Sell	-11,535	Closed	-$2.98M	–	349
2020 Q1	$2.98M	Buy	11,535 +6,353	+123%	+$1.95M	0.12%	160
2019 Q4	$1.68M	Sell	5,182 -562	-10%	-$174K	0.06%	235
2019 Q3	$1.72M	Buy	5,744 +2,326	+68%	+$691K	0.07%	217
2019 Q2	$1.01M	Sell	3,418 -7,140	-68%	-$2.07M	0.04%	324
2019 Q1	$3M	Buy	10,558 +4,412	+72%	+$1.21M	0.12%	175
2018 Q4	$1.55M	Sell	6,146 -3,118	-34%	-$847K	0.07%	217
2018 Q3	$2.71M	Buy	9,264 +3,807	+70%	+$1.09M	0.11%	174
2018 Q2	$1.49M	Buy	+5,457	New	+$1.48M	0.07%	257

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Piedmont Investment Advisors's IVV Position: Q2 2020 in Review

Piedmont Investment Advisors sold out of iShares Core S&P 500 ETF (IVV) in Q2 2020, closing a stake of 11,535 shares — an estimated $2.98M sold.

Piedmont Investment Advisors first reported a position in IVV in Q2 2018 and held it in 8 quarters. The position peaked at $3M in Q1 2019. 1,894 funds tracked by Wall St. Rank hold IVV as of Q2 2020.

Piedmont Investment Advisors reported no remaining iShares Core S&P 500 ETF position as of Q2 2020 after selling out during the quarter.
Piedmont Investment Advisors sold 11,535 iShares Core S&P 500 ETF shares in Q2 2020, an estimated $2.98M.
Piedmont Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2018 and held it in 8 quarters.
Piedmont Investment Advisors's iShares Core S&P 500 ETF position peaked at $3M in Q1 2019.
1,894 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2020.

Based on Piedmont Investment Advisors's 13F filing for Q2 2020.