Adams Chetwood Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Adams Chetwood Wealth 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
2022 Q1	$259K	Hold	571	–	–	0.15%	75
2021 Q4	$272K	Hold	571	–	–	0.18%	66
2021 Q3	$246K	Hold	571	–	–	0.18%	71
2021 Q2	$245K	Hold	571	–	–	0.17%	72
2021 Q1	$227K	Hold	571	–	–	0.17%	71
2020 Q4	$214K	Buy	+571	New	+$203K	0.18%	75

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Adams Chetwood Wealth Management's IVV Position: Q1 2022 in Review

Adams Chetwood Wealth Management held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2022 at 571 shares worth $259K. The position accounts for 0.15% of the portfolio, ranked #75.

Adams Chetwood Wealth Management first reported a position in IVV in Q4 2020 and has held it in 6 quarters since. The position peaked at $272K in Q4 2021. 2,584 funds tracked by Wall St. Rank hold IVV as of Q1 2022.

Adams Chetwood Wealth Management held 571 shares of iShares Core S&P 500 ETF worth $259K as of Q1 2022.
Adams Chetwood Wealth Management left its iShares Core S&P 500 ETF share count unchanged in Q1 2022.
iShares Core S&P 500 ETF made up 0.15% of Adams Chetwood Wealth Management's portfolio in Q1 2022, its #75 holding.
Adams Chetwood Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 6 quarters since.
Adams Chetwood Wealth Management's iShares Core S&P 500 ETF position peaked at $272K in Q4 2021.
2,584 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2022.

Based on Adams Chetwood Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.