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

Advisor 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
2022 Q2	$2.63M	Buy	6,948 +4,930	+244%	+$2.03M	0.19%	110
2022 Q1	$915K	Sell	2,018 -5,202	-72%	-$2.33M	0.06%	324
2021 Q4	$3.44M	Buy	7,220 +19	+0.3%	+$8.76K	0.21%	90
2021 Q3	$3.1M	Sell	7,201 -108	-1%	-$47.9K	0.21%	89
2021 Q2	$3.14M	Buy	7,309 +663	+10%	+$278K	0.21%	94
2021 Q1	$2.64M	Buy	6,646 +163	+3%	+$63.1K	0.19%	104
2020 Q4	$2.44M	Buy	+6,483	New	+$2.31M	0.18%	108
2020 Q1	–	Sell	-1,024	Closed	-$337K	–	660
2019 Q4	$337K	Sell	1,024 -47	-4%	-$14.5K	0.03%	458
2019 Q3	$320K	Sell	1,071 -79	-7%	-$23.5K	0.04%	449
2019 Q2	$339K	Buy	1,150 +346	+43%	+$100K	0.04%	427
2019 Q1	$229K	Buy	+804	New	+$220K	0.03%	544
2018 Q4	–	Sell	-1,418	Closed	-$415K	–	640
2018 Q3	$415K	Sell	1,418 -115	-8%	-$33K	0.06%	352
2018 Q2	$419K	Buy	1,533 +720	+89%	+$196K	0.07%	326
2018 Q1	$216K	Buy	+813	New	+$224K	0.04%	506

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisor Partners's IVV Position: Q2 2022 in Review

Advisor Partners increased its iShares Core S&P 500 ETF (IVV) stake by 244% in Q2 2022, buying an estimated $2.03M and bringing the position to 6,948 shares worth $2.63M. The position accounts for 0.19% of the portfolio, ranked #110.

Advisor Partners first reported a position in IVV in Q1 2018 and has held it in 14 quarters since. The position peaked at $3.44M in Q4 2021. 2,526 funds tracked by Wall St. Rank hold IVV as of Q2 2022.

Advisor Partners held 6,948 shares of iShares Core S&P 500 ETF worth $2.63M as of Q2 2022.
Advisor Partners bought 4,930 iShares Core S&P 500 ETF shares in Q2 2022, an estimated $2.03M.
iShares Core S&P 500 ETF made up 0.19% of Advisor Partners's portfolio in Q2 2022, its #110 holding.
Advisor Partners first reported a position in iShares Core S&P 500 ETF in Q1 2018 and has held it in 14 quarters since.
Advisor Partners's iShares Core S&P 500 ETF position peaked at $3.44M in Q4 2021.
2,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.