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Watson Rebecca’s iShares Core S&P 500 ETF IVV Stock Holding History

Watson Rebecca’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 		$5.18M Buy
15,425
+1,172
+8% +$390K 3.05% 9
2020
Q2 		$4.41M Sell
14,253
-110
-0.8% -$32.3K 2.64% 9
2020
Q1 		$4.02M Buy
14,363
+818
+6% +$251K 2.79% 8
2019
Q4 		$4.38M Buy
+13,545
New +$4.19M 2.66% 9

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Watson Rebecca's IVV Position: Q3 2020 in Review

Watson Rebecca increased its iShares Core S&P 500 ETF (IVV) stake by 8.2% in Q3 2020, buying an estimated $390K and bringing the position to 15,425 shares worth $5.18M. The position accounts for 3.05% of the portfolio, ranked #9.

Watson Rebecca first reported a position in IVV in Q4 2019 and has held it in 4 quarters since. 1,939 funds tracked by Wall St. Rank hold IVV as of Q3 2020.

  • Watson Rebecca held 15,425 shares of iShares Core S&P 500 ETF worth $5.18M as of Q3 2020.
  • Watson Rebecca bought 1,172 iShares Core S&P 500 ETF shares in Q3 2020, an estimated $390K.
  • iShares Core S&P 500 ETF made up 3.05% of Watson Rebecca's portfolio in Q3 2020, its #9 holding.
  • Watson Rebecca first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 4 quarters since.
  • 1,939 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2020.

Based on Watson Rebecca's 13F filing for Q3 2020, filed 22 Oct 2020.