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Affinia Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Affinia Financial Group’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
2023
Q2 		$234K Hold
518
– – 0.16% 31
2023
Q1 		$214K Buy
+518
New +$208K 0.16% 32

Other funds holding IVV

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Affinia Financial Group's IVV Position: Q2 2023 in Review

Affinia Financial Group held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2023 at 518 shares worth $234K. The position accounts for 0.16% of the portfolio, ranked #31.

Affinia Financial Group first reported a position in IVV in Q1 2023 and has held it in 2 quarters since. 2,721 funds tracked by Wall St. Rank hold IVV as of Q2 2023.

  • Affinia Financial Group held 518 shares of iShares Core S&P 500 ETF worth $234K as of Q2 2023.
  • Affinia Financial Group left its iShares Core S&P 500 ETF share count unchanged in Q2 2023.
  • iShares Core S&P 500 ETF made up 0.16% of Affinia Financial Group's portfolio in Q2 2023, its #31 holding.
  • Affinia Financial Group first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 2 quarters since.
  • 2,721 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2023.

Based on Affinia Financial Group's 13F filing for Q2 2023, filed 8 Aug 2023.