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

Vector 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
2016 Q4	$1.09M	Buy	4,855 +126	+3%	+$27.7K	0.77%	20
2016 Q3	$1.03M	Buy	4,729 +125	+3%	+$27.2K	0.7%	20
2016 Q2	$969K	Buy	4,604 +447	+11%	+$93.2K	0.66%	23
2016 Q1	$859K	Buy	4,157 +233	+6%	+$45.7K	0.64%	22
2015 Q4	$804K	Buy	3,924 +1,688	+75%	+$349K	0.63%	23
2015 Q3	$469K	Buy	2,236 +957	+75%	+$195K	0.37%	35
2015 Q2	$265K	Buy	1,279 +1	+0.1%	+$212	0.21%	59
2015 Q1	$266K	Sell	1,278 -107	-8%	-$22.2K	0.22%	59
2014 Q4	$287K	Buy	1,385 +2	+0.1%	+$405	0.22%	51
2014 Q3	$274K	Buy	1,383 +2	+0.1%	+$398	0.2%	45
2014 Q2	$272K	Buy	1,381 +197	+17%	+$37.7K	0.2%	42
2014 Q1	$223K	Hold	1,184	–	–	0.16%	48
2013 Q4	$220K	Buy	+1,184	New	+$211K	0.16%	51

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

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

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

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Vector Wealth Management's IVV Position: Q4 2016 in Review

Vector Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 2.7% in Q4 2016, buying an estimated $27.7K and bringing the position to 4,855 shares worth $1.09M. The position accounts for 0.77% of the portfolio, ranked #20.

Vector Wealth Management first reported a position in IVV in Q4 2013 and has held it in 13 quarters since. 1,067 funds tracked by Wall St. Rank hold IVV as of Q4 2016.

Vector Wealth Management held 4,855 shares of iShares Core S&P 500 ETF worth $1.09M as of Q4 2016.
Vector Wealth Management bought 126 iShares Core S&P 500 ETF shares in Q4 2016, an estimated $27.7K.
iShares Core S&P 500 ETF made up 0.77% of Vector Wealth Management's portfolio in Q4 2016, its #20 holding.
Vector Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2013 and has held it in 13 quarters since.
1,067 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2016.

Based on Vector Wealth Management's 13F filing for Q4 2016, filed 7 Feb 2017.