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

WealthShield’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
2017 Q4	$2.82M	Buy	+10,422	New	+$2.73M	1.72%	18

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PPA

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WealthShield's IVV Position: Q4 2017 in Review

WealthShield opened a new position in iShares Core S&P 500 ETF (IVV) in Q4 2017: 10,422 shares worth $2.82M. The stake represents 1.72% of the portfolio and ranks #18 among its holdings.

1,353 funds tracked by Wall St. Rank hold IVV as of Q4 2017.

WealthShield held 10,422 shares of iShares Core S&P 500 ETF worth $2.82M as of Q4 2017.
iShares Core S&P 500 ETF was a new WealthShield position in Q4 2017.
iShares Core S&P 500 ETF made up 1.72% of WealthShield's portfolio in Q4 2017, its #18 holding.
1,353 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.