Seizert Capital Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Seizert Capital Partners’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 Q1	–	Sell	-849	Closed	-$274K	–	211
2019 Q4	$274K	Hold	849	–	–	0.01%	184
2019 Q3	$253K	Sell	849 -339	-29%	-$101K	0.01%	184
2019 Q2	$350K	Buy	+1,188	New	+$344K	0.02%	171
2016 Q1	–	Sell	-2,110	Closed	-$432K	–	237
2015 Q4	$432K	Buy	+2,110	New	+$436K	0.01%	177
2015 Q3	–	Sell	-1,510	Closed	-$313K	–	203
2015 Q2	$313K	Buy	+1,510	New	+$320K	0.01%	186

Other funds holding IVV

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

PPA

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

Seizert Capital Partners's IVV Position: Q1 2020 in Review

Seizert Capital Partners sold out of iShares Core S&P 500 ETF (IVV) in Q1 2020, closing a stake of 849 shares — an estimated $274K sold.

Seizert Capital Partners first reported a position in IVV in Q2 2015 and held it in 5 quarters. The position peaked at $432K in Q4 2015. 1,829 funds tracked by Wall St. Rank hold IVV as of Q1 2020.

Seizert Capital Partners reported no remaining iShares Core S&P 500 ETF position as of Q1 2020 after selling out during the quarter.
Seizert Capital Partners sold 849 iShares Core S&P 500 ETF shares in Q1 2020, an estimated $274K.
Seizert Capital Partners first reported a position in iShares Core S&P 500 ETF in Q2 2015 and held it in 5 quarters.
Seizert Capital Partners's iShares Core S&P 500 ETF position peaked at $432K in Q4 2015.
1,829 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2020.

Based on Seizert Capital Partners's 13F filing for Q1 2020, filed 5 May 2020.