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

White Mountains 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
2020 Q4	–	Sell	-11,500	Closed	-$3.87M	–	1
2020 Q3	$3.87M	Sell	11,500 -104,200	-90%	-$34.7M	4.56%	3
2020 Q2	$35.8M	Hold	115,700	–	–	8.1%	2
2020 Q1	$29.9M	Hold	115,700	–	–	7.4%	2
2019 Q4	$37.4M	Hold	115,700	–	–	7.17%	2
2019 Q3	$34.5M	Hold	115,700	–	–	6.82%	2
2019 Q2	$34.1M	Sell	115,700 -50,000	-30%	-$14.5M	6.83%	2
2019 Q1	$47.2M	Hold	165,700	–	–	7.3%	3
2018 Q4	$41.7M	Hold	165,700	–	–	6.76%	3
2018 Q3	$48.5M	Hold	165,700	–	–	7.18%	3
2018 Q2	$45.2M	Hold	165,700	–	–	8.09%	3
2018 Q1	$44M	Sell	165,700 -35,800	-18%	-$9.85M	7.42%	3
2017 Q4	$54.2M	Hold	201,500	–	–	7.83%	3
2017 Q3	$51M	Sell	201,500 -52,700	-21%	-$13.1M	8.79%	3
2017 Q2	$61.9M	Buy	254,200 +138,500	+120%	+$33.4M	8.9%	3
2017 Q1	$27.5M	Hold	115,700	–	–	8.3%	2
2016 Q4	$26M	Buy	115,700 +63,000	+120%	+$13.8M	9.63%	2
2016 Q3	$11.5M	Sell	52,700 -3,500	-6%	-$761K	12.67%	3
2016 Q2	$11.8M	Sell	56,200 -318,500	-85%	-$66.4M	18.04%	3
2016 Q1	$77.4M	Sell	374,700 -181,900	-33%	-$35.7M	24.08%	2
2015 Q4	$114M	Hold	556,600	–	–	34.09%	1
2015 Q3	$107M	Hold	556,600	–	–	34.04%	1
2015 Q2	$115M	Buy	+556,600	New	+$118M	33.92%	1

Other funds holding IVV

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

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

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

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

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

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

IMCOOI

Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.9B AUM 35.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

White Mountains Advisors's IVV Position: Q4 2020 in Review

White Mountains Advisors sold out of iShares Core S&P 500 ETF (IVV) in Q4 2020, closing a stake of 11,500 shares — an estimated $3.87M sold.

White Mountains Advisors first reported a position in IVV in Q2 2015 and held it in 22 quarters. The position peaked at $115M in Q2 2015. 2,172 funds tracked by Wall St. Rank hold IVV as of Q4 2020.

White Mountains Advisors reported no remaining iShares Core S&P 500 ETF position as of Q4 2020 after selling out during the quarter.
White Mountains Advisors sold 11,500 iShares Core S&P 500 ETF shares in Q4 2020, an estimated $3.87M.
White Mountains Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2015 and held it in 22 quarters.
White Mountains Advisors's iShares Core S&P 500 ETF position peaked at $115M in Q2 2015.
2,172 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2020.

Based on White Mountains Advisors's 13F filing for Q4 2020.