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Yorktown Management & Research Company’s iShares Core S&P 500 ETF IVV Stock Holding History

Yorktown Management & Research Company’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
2015
Q4 		– Sell
-32,000
Closed -$6.08M – 423
2015
Q3 		$6.08M Buy
+32,000
New +$6.53M 1.01% 19

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $8.57B AUM 20.17% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Yorktown Management & Research Company's IVV Position: Q4 2015 in Review

Yorktown Management & Research Company sold out of iShares Core S&P 500 ETF (IVV) in Q4 2015, closing a stake of 32,000 shares — an estimated $6.08M sold.

Yorktown Management & Research Company first reported a position in IVV in Q3 2015 and held it in 1 quarter. The position peaked at $6.08M in Q3 2015. 904 funds tracked by Wall St. Rank hold IVV as of Q4 2015.

  • Yorktown Management & Research Company reported no remaining iShares Core S&P 500 ETF position as of Q4 2015 after selling out during the quarter.
  • Yorktown Management & Research Company sold 32,000 iShares Core S&P 500 ETF shares in Q4 2015, an estimated $6.08M.
  • Yorktown Management & Research Company first reported a position in iShares Core S&P 500 ETF in Q3 2015 and held it in 1 quarter.
  • Yorktown Management & Research Company's iShares Core S&P 500 ETF position peaked at $6.08M in Q3 2015.
  • 904 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2015.

Based on Yorktown Management & Research Company's 13F filing for Q4 2015, filed 27 Jan 2016.