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

Align 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 Q4	$306K	Buy	+853	New	+$329K	0.26%	23

Other funds holding IVV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Align Wealth Management's IVV Position: Q4 2022 in Review

Align Wealth Management opened a new position in iShares Core S&P 500 ETF (IVV) in Q4 2022: 853 shares worth $306K. The stake represents 0.26% of the portfolio and ranks #23 among its holdings.

2,683 funds tracked by Wall St. Rank hold IVV as of Q4 2022.

Align Wealth Management held 853 shares of iShares Core S&P 500 ETF worth $306K as of Q4 2022.
iShares Core S&P 500 ETF was a new Align Wealth Management position in Q4 2022.
iShares Core S&P 500 ETF made up 0.26% of Align Wealth Management's portfolio in Q4 2022, its #23 holding.
2,683 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.