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

WP 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
2019 Q2	–	Sell	-208	Closed	-$592	–	110
2019 Q1	$592	Buy	+208	New	+$56.9K	0.06%	109
2018 Q4	–	Sell	-205	Closed	-$60K	–	147
2018 Q3	$60K	Buy	205 +1	+0.5%	+$287	0.06%	112
2018 Q2	$56K	Buy	+204	New	+$55.5K	0.05%	121

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

WP Advisors's IVV Position: Q2 2019 in Review

WP Advisors sold out of iShares Core S&P 500 ETF (IVV) in Q2 2019, closing a stake of 208 shares — an estimated $592 sold.

WP Advisors first reported a position in IVV in Q2 2018 and held it in 3 quarters. The position peaked at $60K in Q3 2018. 1,627 funds tracked by Wall St. Rank hold IVV as of Q2 2019.

WP Advisors reported no remaining iShares Core S&P 500 ETF position as of Q2 2019 after selling out during the quarter.
WP Advisors sold 208 iShares Core S&P 500 ETF shares in Q2 2019, an estimated $592.
WP Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2018 and held it in 3 quarters.
WP Advisors's iShares Core S&P 500 ETF position peaked at $60K in Q3 2018.
1,627 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2019.

Based on WP Advisors's 13F filing for Q2 2019, filed 23 Jul 2019.