America First Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

America First Investment 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 Q4	–	Sell	-30	Closed	-$13K	–	80
2021 Q3	$13K	Buy	+30	New	+$13.3K	﹤0.01%	73
2017 Q2	–	Sell	-37	Closed	-$9K	–	122
2017 Q1	$9K	Hold	37	–	–	﹤0.01%	124
2016 Q4	$8K	Hold	37	–	–	﹤0.01%	83
2016 Q3	$8K	Hold	37	–	–	﹤0.01%	92
2016 Q2	$8K	Hold	37	–	–	﹤0.01%	85
2016 Q1	$8K	Hold	37	–	–	﹤0.01%	105
2015 Q4	$8K	Hold	37	–	–	﹤0.01%	92
2015 Q3	$7K	Hold	37	–	–	﹤0.01%	97
2015 Q2	$8K	Hold	37	–	–	﹤0.01%	91
2015 Q1	$8K	Sell	37 -85	-70%	-$17.7K	﹤0.01%	104
2014 Q4	$25K	Hold	122	–	–	0.01%	91
2014 Q3	$24K	Hold	122	–	–	0.01%	98
2014 Q2	$24K	Buy	122 +85	+230%	+$16.3K	0.01%	98
2014 Q1	$7K	Hold	37	–	–	﹤0.01%	136
2013 Q4	$7K	Hold	37	–	–	﹤0.01%	156
2013 Q3	$6K	Hold	37	–	–	﹤0.01%	160
2013 Q2	$6K	Buy	+37	New	+$5.99K	﹤0.01%	128

Other funds holding IVV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

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

America First Investment Advisors's IVV Position: Q4 2021 in Review

America First Investment Advisors sold out of iShares Core S&P 500 ETF (IVV) in Q4 2021, closing a stake of 30 shares — an estimated $13K sold.

America First Investment Advisors first reported a position in IVV in Q2 2013 and held it in 17 quarters. The position peaked at $25K in Q4 2014. 2,614 funds tracked by Wall St. Rank hold IVV as of Q4 2021.

America First Investment Advisors reported no remaining iShares Core S&P 500 ETF position as of Q4 2021 after selling out during the quarter.
America First Investment Advisors sold 30 iShares Core S&P 500 ETF shares in Q4 2021, an estimated $13K.
America First Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2013 and held it in 17 quarters.
America First Investment Advisors's iShares Core S&P 500 ETF position peaked at $25K in Q4 2014.
2,614 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2021.

Based on America First Investment Advisors's 13F filing for Q4 2021, filed 20 Jan 2022.