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

Sunflower Bank 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
2020 Q3	$3.33M	Buy	9,916 +2,531	+34%	+$842K	1.12%	17
2020 Q2	$2.29M	Hold	7,385	–	–	0.77%	19
2020 Q1	$1.91M	Hold	7,385	–	–	0.72%	23
2019 Q4	$2.39M	Buy	7,385 +175	+2%	+$54.2K	0.73%	24
2019 Q3	$2.15M	Hold	7,210	–	–	0.69%	26
2019 Q2	$2.13M	Buy	7,210 +540	+8%	+$156K	0.69%	26
2019 Q1	$1.9M	Hold	6,670	–	–	0.57%	29
2018 Q4	$1.68M	Buy	6,670 +370	+6%	+$100K	0.54%	32
2018 Q3	$1.84M	Buy	6,300 +750	+14%	+$215K	0.52%	31
2018 Q2	$1.51M	Hold	5,550	–	–	0.44%	35
2018 Q1	$1.47M	Hold	5,550	–	–	0.41%	41
2017 Q4	$1.49M	Buy	5,550 +4,550	+455%	+$1.19M	0.4%	37
2017 Q3	$253K	Hold	1,000	–	–	0.09%	84
2017 Q2	$243K	Buy	+1,000	New	+$241K	0.08%	91

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Sunflower Bank Wealth Management's IVV Position: Q3 2020 in Review

Sunflower Bank Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 34% in Q3 2020, buying an estimated $842K and bringing the position to 9,916 shares worth $3.33M. The position accounts for 1.12% of the portfolio, ranked #17.

Sunflower Bank Wealth Management first reported a position in IVV in Q2 2017 and has held it in 14 quarters since. 1,939 funds tracked by Wall St. Rank hold IVV as of Q3 2020.

Sunflower Bank Wealth Management held 9,916 shares of iShares Core S&P 500 ETF worth $3.33M as of Q3 2020.
Sunflower Bank Wealth Management bought 2,531 iShares Core S&P 500 ETF shares in Q3 2020, an estimated $842K.
iShares Core S&P 500 ETF made up 1.12% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #17 holding.
Sunflower Bank Wealth Management first reported a position in iShares Core S&P 500 ETF in Q2 2017 and has held it in 14 quarters since.
1,939 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.