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Yellowstone Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Yellowstone Partners’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
Q4 		$206K Buy
+767
New +$201K 0.12% 157
2016
Q1 		– Sell
-2,159
Closed -$442K – 235
2015
Q4 		$442K Buy
+2,159
New +$446K 0.2% 94

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Yellowstone Partners's IVV Position: Q4 2017 in Review

Yellowstone Partners opened a new position in iShares Core S&P 500 ETF (IVV) in Q4 2017: 767 shares worth $206K. The stake represents 0.12% of the portfolio and ranks #157 among its holdings. This is a return to the name: Yellowstone Partners previously reported a position in IVV as recently as Q4 2015.

Yellowstone Partners first reported a position in IVV in Q4 2015 and has held it in 2 quarters since. The position peaked at $442K in Q4 2015. 1,352 funds tracked by Wall St. Rank hold IVV as of Q4 2017.

  • Yellowstone Partners held 767 shares of iShares Core S&P 500 ETF worth $206K as of Q4 2017.
  • iShares Core S&P 500 ETF was a new Yellowstone Partners position in Q4 2017.
  • iShares Core S&P 500 ETF made up 0.12% of Yellowstone Partners's portfolio in Q4 2017, its #157 holding.
  • Yellowstone Partners first reported a position in iShares Core S&P 500 ETF in Q4 2015 and has held it in 2 quarters since.
  • Yellowstone Partners's iShares Core S&P 500 ETF position peaked at $442K in Q4 2015.
  • 1,352 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2017.

Based on Yellowstone Partners's 13F filing for Q4 2017, filed 24 Jan 2018.