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Winslow Evans & Crocker’s iShares Core S&P 500 ETF IVV Stock Holding History

Winslow Evans & Crocker’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 		$461K Buy
1,228
+379
+45% +$135K 0.09% 210
2020
Q3 		$285K Sell
849
-15
-2% -$4.99K 0.07% 234
2020
Q2 		$267K Buy
864
+178
+26% +$52.3K 0.07% 242
2020
Q1 		$178K Hold
686
– – 0.06% 255
2019
Q4 		$222K Hold
686
– – 0.06% 274
2019
Q3 		$206K Hold
686
– – 0.06% 280
2019
Q2 		$202K Hold
686
– – 0.06% 287
2019
Q1 		$196K Hold
686
– – 0.06% 287
2018
Q4 		$174K Hold
686
– – 0.06% 281
2018
Q3 		$202K Buy
686
+16
+2% +$4.59K 0.06% 264
2018
Q2 		$184K Sell
670
-76
-10% -$20.7K 0.06% 270
2018
Q1 		$198K Hold
746
– – 0.06% 251
2017
Q4 		$200K Buy
746
+48
+7% +$12.6K 0.06% 256
2017
Q3 		$177K Sell
698
-368
-35% -$91.4K 0.06% 275
2017
Q2 		$258K Buy
1,066
+366
+52% +$88.3K 0.07% 279
2017
Q1 		$166K Sell
700
-840
-55% -$196K 0.05% 323
2016
Q4 		$346K Sell
1,540
-348
-18% -$76.5K 0.11% 191
2016
Q3 		$411K Hold
1,888
– – 0.12% 182
2016
Q2 		$397K Sell
1,888
-105
-5% -$21.9K 0.12% 173
2016
Q1 		$412K Sell
1,993
-21
-1% -$4.12K 0.12% 166
2015
Q4 		$413K Buy
2,014
+322
+19% +$66.5K 0.12% 188
2015
Q3 		$326K Buy
1,692
+706
+72% +$144K 0.1% 204
2015
Q2 		$204K Buy
986
+16
+2% +$3.39K 0.06% 305
2015
Q1 		$202K Sell
970
-40
-4% -$8.31K 0.06% 298
2014
Q4 		$209K Buy
1,010
+40
+4% +$8.1K 0.06% 277
2014
Q3 		$192K Hold
970
– – 0.06% 310
2014
Q2 		$191K Buy
970
+90
+10% +$17.2K 0.06% 266
2014
Q1 		$166K Hold
880
– – 0.06% 283
2013
Q4 		$163K Buy
+880
New +$157K 0.06% 302

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Winslow Evans & Crocker's IVV Position: Q4 2020 in Review

Winslow Evans & Crocker increased its iShares Core S&P 500 ETF (IVV) stake by 45% in Q4 2020, buying an estimated $135K and bringing the position to 1,228 shares worth $461K. The position accounts for 0.09% of the portfolio, ranked #210.

Winslow Evans & Crocker first reported a position in IVV in Q4 2013 and has held it in 29 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q4 2020.

  • Winslow Evans & Crocker held 1,228 shares of iShares Core S&P 500 ETF worth $461K as of Q4 2020.
  • Winslow Evans & Crocker bought 379 iShares Core S&P 500 ETF shares in Q4 2020, an estimated $135K.
  • iShares Core S&P 500 ETF made up 0.09% of Winslow Evans & Crocker's portfolio in Q4 2020, its #210 holding.
  • Winslow Evans & Crocker first reported a position in iShares Core S&P 500 ETF in Q4 2013 and has held it in 29 quarters since.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.