20/20 Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

20/20 Capital Management’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
2021 Q2	$21.5M	Sell	49,939 -166	-0.3%	-$69.5K	5.56%	2
2021 Q1	$19.9M	Sell	50,105 -4,277	-8%	-$1.66M	5.77%	1
2020 Q4	$20.8M	Sell	54,382 -10,546	-16%	-$3.75M	6.09%	1
2020 Q3	$21.8M	Sell	64,928 -490	-0.7%	-$163K	8.21%	1
2020 Q2	$22M	Buy	65,418 +59,387	+985%	+$17.4M	8.48%	1
2020 Q1	$1.74M	Sell	6,031 -582	-9%	-$178K	0.78%	26
2019 Q4	$2.22M	Buy	+6,613	New	+$2.05M	0.89%	23

Other funds holding IVV

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

20/20 Capital Management's IVV Position: Q2 2021 in Review

20/20 Capital Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.33% in Q2 2021, selling an estimated $69.5K and leaving 49,939 shares worth $21.5M. The position accounts for 5.56% of the portfolio, ranked #2.

20/20 Capital Management first reported a position in IVV in Q4 2019 and has held it in 7 quarters since. The position peaked at $22M in Q2 2020. 2,249 funds tracked by Wall St. Rank hold IVV as of Q2 2021.

20/20 Capital Management held 49,939 shares of iShares Core S&P 500 ETF worth $21.5M as of Q2 2021.
20/20 Capital Management sold 166 iShares Core S&P 500 ETF shares in Q2 2021, an estimated $69.5K.
iShares Core S&P 500 ETF made up 5.56% of 20/20 Capital Management's portfolio in Q2 2021, its #2 holding.
20/20 Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 7 quarters since.
20/20 Capital Management's iShares Core S&P 500 ETF position peaked at $22M in Q2 2020.
2,249 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.