Sequoia Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Sequoia Wealth Management’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 Q4	–	Sell	-10,229	Closed	-$3.06M	–	36
2019 Q3	$3.06M	Buy	10,229 +1,357	+15%	+$403K	6.24%	3
2019 Q2	$2.65M	Sell	8,872 -397	-4%	-$115K	2.52%	8
2019 Q1	$2.64M	Buy	9,269 +454	+5%	+$124K	2.14%	12
2018 Q4	$2.22M	Sell	8,815 -1,674	-16%	-$455K	2.2%	12
2018 Q3	$3.07M	Buy	10,489 +250	+2%	+$71.7K	2.64%	10
2018 Q2	$2.88M	Buy	10,239 +142	+1%	+$38.6K	3.06%	9
2018 Q1	$2.68M	Buy	10,097 +918	+10%	+$252K	2.59%	11
2017 Q4	$2.53M	Buy	+9,179	New	+$2.4M	2.29%	14

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

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

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

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Sequoia Wealth Management's IVV Position: Q4 2019 in Review

Sequoia Wealth Management sold out of iShares Core S&P 500 ETF (IVV) in Q4 2019, closing a stake of 10,229 shares — an estimated $3.06M sold.

Sequoia Wealth Management first reported a position in IVV in Q4 2017 and held it in 8 quarters. The position peaked at $3.07M in Q3 2018. 1,911 funds tracked by Wall St. Rank hold IVV as of Q4 2019.

Sequoia Wealth Management reported no remaining iShares Core S&P 500 ETF position as of Q4 2019 after selling out during the quarter.
Sequoia Wealth Management sold 10,229 iShares Core S&P 500 ETF shares in Q4 2019, an estimated $3.06M.
Sequoia Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2017 and held it in 8 quarters.
Sequoia Wealth Management's iShares Core S&P 500 ETF position peaked at $3.07M in Q3 2018.
1,911 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2019.

Based on Sequoia Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.