Simply Money Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Simply Money Advisors’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	$126M	Sell	475,092 -56,807	-11%	-$15.6M	17.74%	1
2017 Q4	$143M	Buy	531,899 +10,932	+2%	+$2.86M	18.47%	1
2017 Q3	$132M	Buy	520,967 +11,475	+2%	+$2.85M	17.44%	1
2017 Q2	$124M	Buy	509,492 +18,759	+4%	+$4.53M	16.92%	1
2017 Q1	$116M	Buy	490,733 +19,179	+4%	+$4.49M	16.29%	1
2016 Q4	$106M	Buy	+471,554	New	+$104M	15.28%	1
2013 Q3	–	Sell	-60	Closed	-$10K	–	235
2013 Q2	$10K	Buy	+60	New	+$9.71K	﹤0.01%	162

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

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

Simply Money Advisors's IVV Position: Q1 2018 in Review

Simply Money Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 11% in Q1 2018, selling an estimated $15.6M and leaving 475,092 shares worth $126M. The position accounts for 17.74% of the portfolio, ranked #1.

Simply Money Advisors first reported a position in IVV in Q2 2013 and has held it in 7 quarters since. The position peaked at $143M in Q4 2017. 1,364 funds tracked by Wall St. Rank hold IVV as of Q1 2018.

Simply Money Advisors held 475,092 shares of iShares Core S&P 500 ETF worth $126M as of Q1 2018.
Simply Money Advisors sold 56,807 iShares Core S&P 500 ETF shares in Q1 2018, an estimated $15.6M.
iShares Core S&P 500 ETF made up 17.74% of Simply Money Advisors's portfolio in Q1 2018, its #1 holding.
Simply Money Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 7 quarters since.
Simply Money Advisors's iShares Core S&P 500 ETF position peaked at $143M in Q4 2017.
1,364 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2018.

Based on Simply Money Advisors's 13F filing for Q1 2018, filed 17 Apr 2018.