Polaris Wealth Advisory Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Polaris Wealth Advisory Group’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 Q1	–	Sell	-26,290	Closed	-$6.62M	–	158
2018 Q4	$6.62M	Buy	26,290 +1,954	+8%	+$531K	0.62%	50
2018 Q3	$7.12M	Buy	24,336 +20,942	+617%	+$6.01M	0.49%	59
2018 Q2	$901K	Hold	3,394	–	–	0.08%	82
2018 Q1	$901K	Buy	3,394 +2,373	+232%	+$653K	0.07%	92
2017 Q4	$274K	Sell	1,021 -4,024	-80%	-$1.05M	0.02%	121
2017 Q3	$1.28M	Sell	5,045 -393	-7%	-$97.6K	0.11%	84
2017 Q2	$1.32M	Buy	+5,438	New	+$1.31M	0.15%	67

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

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 Overland Park, Kansas $147B AUM 18.73% 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

Polaris Wealth Advisory Group's IVV Position: Q1 2019 in Review

Polaris Wealth Advisory Group sold out of iShares Core S&P 500 ETF (IVV) in Q1 2019, closing a stake of 26,290 shares — an estimated $6.62M sold.

Polaris Wealth Advisory Group first reported a position in IVV in Q2 2017 and held it in 7 quarters. The position peaked at $7.12M in Q3 2018. 1,604 funds tracked by Wall St. Rank hold IVV as of Q1 2019.

Polaris Wealth Advisory Group reported no remaining iShares Core S&P 500 ETF position as of Q1 2019 after selling out during the quarter.
Polaris Wealth Advisory Group sold 26,290 iShares Core S&P 500 ETF shares in Q1 2019, an estimated $6.62M.
Polaris Wealth Advisory Group first reported a position in iShares Core S&P 500 ETF in Q2 2017 and held it in 7 quarters.
Polaris Wealth Advisory Group's iShares Core S&P 500 ETF position peaked at $7.12M in Q3 2018.
1,604 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2019.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2019, filed 9 Apr 2019.