Wealthspire Advisors (Maryland)’s iShares Core S&P 500 ETF IVV Stock Holding History

Wealthspire Advisors (Maryland)’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	$300M	Buy	893,719 +499,995	+127%	+$166M	10.59%	2
2020 Q2	$122M	Buy	393,724 +28,062	+8%	+$8.24M	8.72%	2
2020 Q1	$94.5M	Buy	365,662 +41,672	+13%	+$12.8M	8.22%	2
2019 Q4	$105M	Buy	323,990 +22,428	+7%	+$6.94M	7.03%	2
2019 Q3	$90M	Buy	301,562 +9,477	+3%	+$2.82M	6.59%	2
2019 Q2	$86.1M	Buy	292,085 +8,852	+3%	+$2.57M	6.44%	2
2019 Q1	$80.6M	Buy	283,233 +15,080	+6%	+$4.12M	6.08%	2
2018 Q4	$67.5M	Buy	268,153 +7,000	+3%	+$1.9M	6%	2
2018 Q3	$76.4M	Buy	261,153 +2,384	+0.9%	+$684K	6.3%	1
2018 Q2	$70.7M	Buy	258,769 +13,934	+6%	+$3.79M	6.4%	1
2018 Q1	$65M	Buy	244,835 +5,581	+2%	+$1.53M	6.12%	1
2017 Q4	$64.3M	Buy	239,254 +41,081	+21%	+$10.8M	6.26%	1
2017 Q3	$50.1M	Buy	198,173 +3,940	+2%	+$978K	5.46%	2
2017 Q2	$47.3M	Buy	194,233 +3,157	+2%	+$762K	5.6%	1
2017 Q1	$45.3M	Buy	191,076 +2,415	+1%	+$565K	6.45%	2
2016 Q4	$42.4M	Sell	188,661 -14,401	-7%	-$3.17M	6.35%	2
2016 Q3	$44.2M	Buy	203,062 +3,620	+2%	+$787K	6.88%	1
2016 Q2	$42M	Buy	199,442 +3,897	+2%	+$813K	6.99%	1
2016 Q1	$40.4M	Buy	195,545 +557	+0.3%	+$109K	7.13%	1
2015 Q4	$39.9M	Buy	+194,988	New	+$40.3M	7.43%	1

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Wealthspire Advisors (Maryland)'s IVV Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its iShares Core S&P 500 ETF (IVV) stake by 127% in Q3 2020, buying an estimated $166M and bringing the position to 893,719 shares worth $300M. The position accounts for 10.59% of the portfolio, ranked #2.

Wealthspire Advisors (Maryland) first reported a position in IVV in Q4 2015 and has held it in 20 quarters since. 1,938 funds tracked by Wall St. Rank hold IVV as of Q3 2020.

Wealthspire Advisors (Maryland) held 893,719 shares of iShares Core S&P 500 ETF worth $300M as of Q3 2020.
Wealthspire Advisors (Maryland) bought 499,995 iShares Core S&P 500 ETF shares in Q3 2020, an estimated $166M.
iShares Core S&P 500 ETF made up 10.59% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #2 holding.
Wealthspire Advisors (Maryland) first reported a position in iShares Core S&P 500 ETF in Q4 2015 and has held it in 20 quarters since.
1,938 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.