All Terrain Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

All Terrain Financial Advisors’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
2021 Q1	–	Sell	-5,615	Closed	-$2.11M	–	100
2020 Q4	$2.11M	Buy	+5,615	New	+$2M	0.82%	28
2020 Q1	–	Sell	-2,023	Closed	-$654K	–	204
2019 Q4	$654K	Buy	2,023 +1	+0%	+$309	0.21%	69
2019 Q3	$605K	Hold	2,022	–	–	0.2%	74
2019 Q2	$596K	Hold	2,022	–	–	0.2%	72
2019 Q1	$575K	Sell	2,022 -700	-26%	-$191K	0.2%	69
2018 Q4	$685K	Buy	2,722 +948	+53%	+$257K	0.27%	58
2018 Q3	$519K	Sell	1,774 -209	-11%	-$59.9K	0.21%	79
2018 Q2	$542K	Buy	1,983 +600	+43%	+$163K	0.24%	74
2018 Q1	$367K	Sell	1,383 -304	-18%	-$83.6K	0.17%	100
2017 Q4	$454K	Buy	+1,687	New	+$442K	0.21%	84

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

IMCOOI

Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 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

All Terrain Financial Advisors's IVV Position: Q1 2021 in Review

All Terrain Financial Advisors sold out of iShares Core S&P 500 ETF (IVV) in Q1 2021, closing a stake of 5,615 shares — an estimated $2.11M sold.

All Terrain Financial Advisors first reported a position in IVV in Q4 2017 and held it in 10 quarters. The position peaked at $2.11M in Q4 2020. 2,205 funds tracked by Wall St. Rank hold IVV as of Q1 2021.

All Terrain Financial Advisors reported no remaining iShares Core S&P 500 ETF position as of Q1 2021 after selling out during the quarter.
All Terrain Financial Advisors sold 5,615 iShares Core S&P 500 ETF shares in Q1 2021, an estimated $2.11M.
All Terrain Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2017 and held it in 10 quarters.
All Terrain Financial Advisors's iShares Core S&P 500 ETF position peaked at $2.11M in Q4 2020.
2,205 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2021.

Based on All Terrain Financial Advisors's 13F filing for Q1 2021, filed 13 May 2021.