Vickerman & Driscoll Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Vickerman & Driscoll Financial 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
2018 Q4	–	Sell	-798	Closed	-$234K	–	84
2018 Q3	$234K	Buy	798 +34	+4%	+$9.75K	0.16%	69
2018 Q2	$209K	Sell	764 -232	-23%	-$63.1K	0.15%	69
2018 Q1	$264K	Sell	996 -5,694	-85%	-$1.57M	0.19%	72
2017 Q4	$1.8M	Buy	+6,690	New	+$1.75M	1.41%	16

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Vickerman & Driscoll Financial Advisors's IVV Position: Q4 2018 in Review

Vickerman & Driscoll Financial Advisors sold out of iShares Core S&P 500 ETF (IVV) in Q4 2018, closing a stake of 798 shares — an estimated $234K sold.

Vickerman & Driscoll Financial Advisors first reported a position in IVV in Q4 2017 and held it in 4 quarters. The position peaked at $1.8M in Q4 2017. 1,601 funds tracked by Wall St. Rank hold IVV as of Q4 2018.

Vickerman & Driscoll Financial Advisors reported no remaining iShares Core S&P 500 ETF position as of Q4 2018 after selling out during the quarter.
Vickerman & Driscoll Financial Advisors sold 798 iShares Core S&P 500 ETF shares in Q4 2018, an estimated $234K.
Vickerman & Driscoll Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2017 and held it in 4 quarters.
Vickerman & Driscoll Financial Advisors's iShares Core S&P 500 ETF position peaked at $1.8M in Q4 2017.
1,601 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2018.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.