Swiss Life Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Swiss Life Asset 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
2019 Q1	–	Sell	-6,800	Closed	-$1.72M	–	503
2018 Q4	$1.72M	Buy	6,800 +1,800	+36%	+$489K	0.03%	150
2018 Q3	$1.46M	Hold	5,000	–	–	0.02%	362
2018 Q2	$1.37M	Hold	5,000	–	–	0.02%	362
2018 Q1	$1.33M	Hold	5,000	–	–	0.02%	371
2017 Q4	$1.35M	Hold	5,000	–	–	0.03%	296
2017 Q3	$1.26M	Hold	5,000	–	–	0.03%	279
2017 Q2	$1.22M	Hold	5,000	–	–	0.03%	271
2017 Q1	$1.19M	Hold	5,000	–	–	0.03%	243
2016 Q4	$1.12M	Hold	5,000	–	–	0.04%	232
2016 Q3	$1.08M	Buy	5,000 +2,300	+85%	+$500K	0.04%	222
2016 Q2	$567K	Hold	2,700	–	–	0.02%	224
2016 Q1	$558K	Hold	2,700	–	–	0.02%	254
2015 Q4	$554K	Hold	2,700	–	–	0.02%	219
2015 Q3	$520K	Hold	2,700	–	–	0.03%	204
2015 Q2	$559K	Hold	2,700	–	–	0.02%	179
2015 Q1	$561K	Buy	+2,700	New	+$561K	0.02%	174

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

Swiss Life Asset Management's IVV Position: Q1 2019 in Review

Swiss Life Asset Management sold out of iShares Core S&P 500 ETF (IVV) in Q1 2019, closing a stake of 6,800 shares — an estimated $1.72M sold.

Swiss Life Asset Management first reported a position in IVV in Q1 2015 and held it in 16 quarters. The position peaked at $1.72M in Q4 2018. 1,604 funds tracked by Wall St. Rank hold IVV as of Q1 2019.

Swiss Life Asset Management reported no remaining iShares Core S&P 500 ETF position as of Q1 2019 after selling out during the quarter.
Swiss Life Asset Management sold 6,800 iShares Core S&P 500 ETF shares in Q1 2019, an estimated $1.72M.
Swiss Life Asset Management first reported a position in iShares Core S&P 500 ETF in Q1 2015 and held it in 16 quarters.
Swiss Life Asset Management's iShares Core S&P 500 ETF position peaked at $1.72M in Q4 2018.
1,604 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2019.

Based on Swiss Life Asset Management's 13F filing for Q1 2019, filed 29 Dec 2025.