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Spectrum Financial Alliance’s iShares Core S&P 500 ETF IVV Stock Holding History

Spectrum Financial Alliance’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
Q4 		– Sell
-28
Closed -$5K – 109
2018
Q3 		$5K Buy
+28
New +$8.03K ﹤0.01% 91

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Spectrum Financial Alliance's IVV Position: Q4 2018 in Review

Spectrum Financial Alliance sold out of iShares Core S&P 500 ETF (IVV) in Q4 2018, closing a stake of 28 shares — an estimated $5K sold.

Spectrum Financial Alliance first reported a position in IVV in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 1,601 funds tracked by Wall St. Rank hold IVV as of Q4 2018.

  • Spectrum Financial Alliance reported no remaining iShares Core S&P 500 ETF position as of Q4 2018 after selling out during the quarter.
  • Spectrum Financial Alliance sold 28 iShares Core S&P 500 ETF shares in Q4 2018, an estimated $5K.
  • Spectrum Financial Alliance first reported a position in iShares Core S&P 500 ETF in Q3 2018 and held it in 1 quarter.
  • Spectrum Financial Alliance's iShares Core S&P 500 ETF position peaked at $5K in Q3 2018.
  • 1,601 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2018.

Based on Spectrum Financial Alliance's 13F filing for Q4 2018, filed 15 Feb 2019.