Sound View Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Sound View Wealth 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
2019 Q1	$544K	Buy	1,913 +1	+0.1%	+$273	0.17%	134
2018 Q4	$481K	Buy	+1,912	New	+$519K	0.17%	130

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

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

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

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

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

Sound View Wealth Advisors's IVV Position: Q1 2019 in Review

Sound View Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.05% in Q1 2019, buying an estimated $273 and bringing the position to 1,913 shares worth $544K. The position accounts for 0.17% of the portfolio, ranked #134.

Sound View Wealth Advisors first reported a position in IVV in Q4 2018 and has held it in 2 quarters since. 1,604 funds tracked by Wall St. Rank hold IVV as of Q1 2019.

Sound View Wealth Advisors held 1,913 shares of iShares Core S&P 500 ETF worth $544K as of Q1 2019.
Sound View Wealth Advisors bought 1 iShares Core S&P 500 ETF share in Q1 2019, an estimated $273.
iShares Core S&P 500 ETF made up 0.17% of Sound View Wealth Advisors's portfolio in Q1 2019, its #134 holding.
Sound View Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 2 quarters since.
1,604 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.