Requisite Energy Fund I’s iShares Core S&P 500 ETF IVV Stock Holding History

Requisite Energy Fund I’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 Q4	$39.6M	Buy	+157,302	New	+$42.7M	15.5%	2

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

PPA

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Requisite Energy Fund I's IVV Position: Q4 2018 in Review

Requisite Energy Fund I opened a new position in iShares Core S&P 500 ETF (IVV) in Q4 2018: 157,302 shares worth $39.6M. The stake represents 15.5% of the portfolio and ranks #2 among its holdings.

1,602 funds tracked by Wall St. Rank hold IVV as of Q4 2018.

Requisite Energy Fund I held 157,302 shares of iShares Core S&P 500 ETF worth $39.6M as of Q4 2018.
iShares Core S&P 500 ETF was a new Requisite Energy Fund I position in Q4 2018.
iShares Core S&P 500 ETF made up 15.5% of Requisite Energy Fund I's portfolio in Q4 2018, its #2 holding.
1,602 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2018.

Based on Requisite Energy Fund I's 13F filing for Q4 2018, filed 14 Feb 2019.