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

Signature Wealth Management 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
2018 Q3	–	Sell	-211	Closed	-$58K	–	337
2018 Q2	$58K	Hold	211	–	–	0.04%	96
2018 Q1	$56K	Hold	211	–	–	0.04%	96
2017 Q4	$57K	Buy	+211	New	+$55.3K	0.04%	97

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Signature Wealth Management Group's IVV Position: Q3 2018 in Review

Signature Wealth Management Group sold out of iShares Core S&P 500 ETF (IVV) in Q3 2018, closing a stake of 211 shares — an estimated $58K sold.

Signature Wealth Management Group first reported a position in IVV in Q4 2017 and held it in 3 quarters. The position peaked at $58K in Q2 2018. 1,436 funds tracked by Wall St. Rank hold IVV as of Q3 2018.

Signature Wealth Management Group reported no remaining iShares Core S&P 500 ETF position as of Q3 2018 after selling out during the quarter.
Signature Wealth Management Group sold 211 iShares Core S&P 500 ETF shares in Q3 2018, an estimated $58K.
Signature Wealth Management Group first reported a position in iShares Core S&P 500 ETF in Q4 2017 and held it in 3 quarters.
Signature Wealth Management Group's iShares Core S&P 500 ETF position peaked at $58K in Q2 2018.
1,436 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2018.

Based on Signature Wealth Management Group's 13F filing for Q3 2018, filed 30 Oct 2018.