Vontobel Swiss Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Vontobel Swiss Wealth 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
2020 Q2	–	Sell	-1,600	Closed	-$413K	–	83
2020 Q1	$413K	Buy	1,600 +100	+7%	+$30.6K	0.31%	58
2019 Q4	$485K	Sell	1,500 -500	-25%	-$155K	0.32%	65
2019 Q3	$597K	Hold	2,000	–	–	0.38%	60
2019 Q2	$590K	Buy	+2,000	New	+$580K	0.32%	68

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Vontobel Swiss Wealth Advisors's IVV Position: Q2 2020 in Review

Vontobel Swiss Wealth Advisors sold out of iShares Core S&P 500 ETF (IVV) in Q2 2020, closing a stake of 1,600 shares — an estimated $413K sold.

Vontobel Swiss Wealth Advisors first reported a position in IVV in Q2 2019 and held it in 4 quarters. The position peaked at $597K in Q3 2019. 1,894 funds tracked by Wall St. Rank hold IVV as of Q2 2020.

Vontobel Swiss Wealth Advisors reported no remaining iShares Core S&P 500 ETF position as of Q2 2020 after selling out during the quarter.
Vontobel Swiss Wealth Advisors sold 1,600 iShares Core S&P 500 ETF shares in Q2 2020, an estimated $413K.
Vontobel Swiss Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2019 and held it in 4 quarters.
Vontobel Swiss Wealth Advisors's iShares Core S&P 500 ETF position peaked at $597K in Q3 2019.
1,894 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2020.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2020, filed 31 Jul 2020.