ARIS
IVV icon

Advanced Research Investment Solutions’s iShares Core S&P 500 ETF IVV Stock Holding History

Advanced Research Investment Solutions’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
Q2 		– Sell
-209
Closed -$95K – 158
2022
Q1 		$95K Hold
209
– – 0.04% 55
2021
Q4 		$99K Hold
209
– – 0.04% 76
2021
Q3 		$90K Buy
+209
New +$92.6K 0.05% 56

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advanced Research Investment Solutions's IVV Position: Q2 2022 in Review

Advanced Research Investment Solutions sold out of iShares Core S&P 500 ETF (IVV) in Q2 2022, closing a stake of 209 shares — an estimated $95K sold.

Advanced Research Investment Solutions first reported a position in IVV in Q3 2021 and held it in 3 quarters. The position peaked at $99K in Q4 2021. 2,525 funds tracked by Wall St. Rank hold IVV as of Q2 2022.

  • Advanced Research Investment Solutions reported no remaining iShares Core S&P 500 ETF position as of Q2 2022 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 209 iShares Core S&P 500 ETF shares in Q2 2022, an estimated $95K.
  • Advanced Research Investment Solutions first reported a position in iShares Core S&P 500 ETF in Q3 2021 and held it in 3 quarters.
  • Advanced Research Investment Solutions's iShares Core S&P 500 ETF position peaked at $99K in Q4 2021.
  • 2,525 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2022.

Based on Advanced Research Investment Solutions's 13F filing for Q2 2022, filed 3 Aug 2022.