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Alliance Wealth Advisors (Pennsylvania)’s iShares Core S&P 500 ETF IVV Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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
-944
Closed -$354K – 114
2020
Q4 		$354K Buy
+944
New +$336K 0.37% 66

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Envestnet Asset Management
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Wells Fargo
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Creative Planning
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
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

Alliance Wealth Advisors (Pennsylvania)'s IVV Position: Q1 2021 in Review

Alliance Wealth Advisors (Pennsylvania) sold out of iShares Core S&P 500 ETF (IVV) in Q1 2021, closing a stake of 944 shares — an estimated $354K sold.

Alliance Wealth Advisors (Pennsylvania) first reported a position in IVV in Q4 2020 and held it in 1 quarter. The position peaked at $354K in Q4 2020. 2,206 funds tracked by Wall St. Rank hold IVV as of Q1 2021.

  • Alliance Wealth Advisors (Pennsylvania) reported no remaining iShares Core S&P 500 ETF position as of Q1 2021 after selling out during the quarter.
  • Alliance Wealth Advisors (Pennsylvania) sold 944 iShares Core S&P 500 ETF shares in Q1 2021, an estimated $354K.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in iShares Core S&P 500 ETF in Q4 2020 and held it in 1 quarter.
  • Alliance Wealth Advisors (Pennsylvania)'s iShares Core S&P 500 ETF position peaked at $354K in Q4 2020.
  • 2,206 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2021.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q1 2021, filed 14 Apr 2021.