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IVV icon

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

WFG Advisors’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
Q2 		$846K Buy
3,476
+3,180
+1,074% +$767K 0.19% 124
2017
Q1 		$70K Sell
296
-784
-73% -$183K 0.02% 579
2016
Q4 		$243K Sell
1,080
-422
-28% -$92.7K 0.06% 325
2016
Q3 		$327K Buy
1,502
+51
+4% +$11.1K 0.08% 242
2016
Q2 		$305K Sell
1,451
-289
-17% -$60.3K 0.08% 239
2016
Q1 		$360K Sell
1,740
-763
-30% -$150K 0.1% 206
2015
Q4 		$513K Sell
2,503
-324
-11% -$66.9K 0.15% 160
2015
Q3 		$545K Sell
2,827
-845
-23% -$172K 0.17% 139
2015
Q2 		$761K Buy
3,672
+37
+1% +$7.83K 0.21% 112
2015
Q1 		$755K Sell
3,635
-1,212
-25% -$252K 0.21% 110
2014
Q4 		$1M Sell
4,847
-656
-12% -$133K 0.2% 107
2014
Q3 		$1.09M Sell
5,503
-207
-4% -$41.2K 0.21% 111
2014
Q2 		$1.13M Buy
5,710
+89
+2% +$17K 0.21% 110
2014
Q1 		$1.06M Sell
5,621
-3,972
-41% -$733K 0.21% 111
2013
Q4 		$1.78M Sell
9,593
-1,631
-15% -$290K 0.25% 95
2013
Q3 		$1.9M Buy
11,224
+1,812
+19% +$305K 0.29% 76
2013
Q2 		$1.51M Buy
+9,412
New +$1.52M 0.25% 96

Other funds holding IVV

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return