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WESPAC Advisors SoCal’s iShares Core S&P 500 ETF IVV Stock Holding History

WESPAC Advisors SoCal’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
2019
Q2 		– Sell
-222
Closed -$63K – 191
2019
Q1 		$63K Buy
+222
New +$60.7K 0.03% 111
2018
Q4 		– Hold
0
– – – 61
2018
Q3 		– Hold
0
– – – 107

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

WESPAC Advisors SoCal's IVV Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of iShares Core S&P 500 ETF (IVV) in Q2 2019, closing a stake of 222 shares — an estimated $63K sold.

WESPAC Advisors SoCal first reported a position in IVV in Q1 2019 and held it in 1 quarter. The position peaked at $63K in Q1 2019. 1,627 funds tracked by Wall St. Rank hold IVV as of Q2 2019.

  • WESPAC Advisors SoCal reported no remaining iShares Core S&P 500 ETF position as of Q2 2019 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 222 iShares Core S&P 500 ETF shares in Q2 2019, an estimated $63K.
  • WESPAC Advisors SoCal first reported a position in iShares Core S&P 500 ETF in Q1 2019 and held it in 1 quarter.
  • WESPAC Advisors SoCal's iShares Core S&P 500 ETF position peaked at $63K in Q1 2019.
  • 1,627 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.