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

Schroders’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
Q1 		– Sell
-18,255
Closed -$4.91M – 10
2017
Q4 		$4.91M Hold
18,255
– – 0.19% 12
2017
Q3 		$4.72M Buy
+18,255
New +$4.53M 0.17% 12
2017
Q1 		$4.33M Buy
+18,255
New +$4.27M 0.2% 12

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $171B AUM 24.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Schroders's IVV Position: Q1 2018 in Review

Schroders sold out of iShares Core S&P 500 ETF (IVV) in Q1 2018, closing a stake of 18,255 shares — an estimated $4.91M sold.

Schroders first reported a position in IVV in Q1 2017 and held it in 3 quarters. The position peaked at $4.91M in Q4 2017. 1,364 funds tracked by Wall St. Rank hold IVV as of Q1 2018.

  • Schroders reported no remaining iShares Core S&P 500 ETF position as of Q1 2018 after selling out during the quarter.
  • Schroders sold 18,255 iShares Core S&P 500 ETF shares in Q1 2018, an estimated $4.91M.
  • Schroders first reported a position in iShares Core S&P 500 ETF in Q1 2017 and held it in 3 quarters.
  • Schroders's iShares Core S&P 500 ETF position peaked at $4.91M in Q4 2017.
  • 1,364 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2018.

Based on Schroders's 13F filing for Q1 2018, filed 6 Aug 2021.