WI
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WBI Investments’s iShares Core S&P 500 ETF IVV Stock Holding History

WBI Investments’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
Q4 		– Sell
-780
Closed -$262K – 181
2020
Q3 		$262K Buy
+780
New +$260K 0.04% 114

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WBI Investments's IVV Position: Q4 2020 in Review

WBI Investments sold out of iShares Core S&P 500 ETF (IVV) in Q4 2020, closing a stake of 780 shares — an estimated $262K sold.

WBI Investments first reported a position in IVV in Q3 2020 and held it in 1 quarter. The position peaked at $262K in Q3 2020. 2,171 funds tracked by Wall St. Rank hold IVV as of Q4 2020.

  • WBI Investments reported no remaining iShares Core S&P 500 ETF position as of Q4 2020 after selling out during the quarter.
  • WBI Investments sold 780 iShares Core S&P 500 ETF shares in Q4 2020, an estimated $262K.
  • WBI Investments first reported a position in iShares Core S&P 500 ETF in Q3 2020 and held it in 1 quarter.
  • WBI Investments's iShares Core S&P 500 ETF position peaked at $262K in Q3 2020.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2020.

Based on WBI Investments's 13F filing for Q4 2020, filed 4 Feb 2021.