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

Altium 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 Q2	$1.43M	Buy	3,782 +388	+11%	+$160K	0.1%	125
2022 Q1	$1.54M	Buy	3,394 +602	+22%	+$269K	0.1%	117
2021 Q4	$1.33M	Buy	2,792 +10	+0.4%	+$4.61K	0.09%	116
2021 Q3	$1.2M	Sell	2,782 -30	-1%	-$13.3K	0.09%	114
2021 Q2	$1.21M	Sell	2,812 -108	-4%	-$45.2K	0.09%	110
2021 Q1	$1.16M	Buy	2,920 +93	+3%	+$36K	0.09%	106
2020 Q4	$1.06M	Sell	2,827 -59	-2%	-$21K	0.09%	104
2020 Q3	$970K	Sell	2,886 -74	-3%	-$24.6K	0.1%	99
2020 Q2	$917K	Sell	2,960 -182	-6%	-$53.4K	0.1%	99
2020 Q1	$812K	Sell	3,142 -324	-9%	-$99.3K	0.11%	96
2019 Q4	$1.12M	Buy	3,466 +203	+6%	+$62.8K	0.13%	87
2019 Q3	$974K	Buy	3,263 +1,325	+68%	+$394K	0.13%	93
2019 Q2	$571K	Sell	1,938 -269	-12%	-$78K	0.08%	147
2019 Q1	$628K	Buy	2,207 +41	+2%	+$11.2K	0.1%	137
2018 Q4	$545K	Buy	2,166 +343	+19%	+$93.1K	0.1%	138
2018 Q3	$534K	Buy	1,823 +27	+2%	+$7.74K	0.1%	147
2018 Q2	$490K	Sell	1,796 -420	-19%	-$114K	0.13%	119
2018 Q1	$588K	Buy	2,216 +807	+57%	+$222K	0.23%	75
2017 Q4	$379K	Buy	+1,409	New	+$369K	0.17%	96

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

Altium Wealth Management's IVV Position: Q2 2022 in Review

Altium Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 11% in Q2 2022, buying an estimated $160K and bringing the position to 3,782 shares worth $1.43M. The position accounts for 0.1% of the portfolio, ranked #125.

Altium Wealth Management first reported a position in IVV in Q4 2017 and has held it in 19 quarters since. The position peaked at $1.54M in Q1 2022. 2,525 funds tracked by Wall St. Rank hold IVV as of Q2 2022.

Altium Wealth Management held 3,782 shares of iShares Core S&P 500 ETF worth $1.43M as of Q2 2022.
Altium Wealth Management bought 388 iShares Core S&P 500 ETF shares in Q2 2022, an estimated $160K.
iShares Core S&P 500 ETF made up 0.1% of Altium Wealth Management's portfolio in Q2 2022, its #125 holding.
Altium Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 19 quarters since.
Altium Wealth Management's iShares Core S&P 500 ETF position peaked at $1.54M in Q1 2022.
2,525 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.