AFTS
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American Financial & Tax Strategies’s iShares Core S&P 500 ETF IVV Stock Holding History

American Financial & Tax Strategies’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
2024
Q1 		– Sell
-5,559
Closed -$440K – 94
2023
Q4 		$440K Buy
+5,559
New +$2.49M 0.25% 69

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

American Financial & Tax Strategies's IVV Position: Q1 2024 in Review

American Financial & Tax Strategies sold out of iShares Core S&P 500 ETF (IVV) in Q1 2024, closing a stake of 5,559 shares — an estimated $440K sold.

American Financial & Tax Strategies first reported a position in IVV in Q4 2023 and held it in 1 quarter. The position peaked at $440K in Q4 2023. 3,083 funds tracked by Wall St. Rank hold IVV as of Q1 2024.

  • American Financial & Tax Strategies reported no remaining iShares Core S&P 500 ETF position as of Q1 2024 after selling out during the quarter.
  • American Financial & Tax Strategies sold 5,559 iShares Core S&P 500 ETF shares in Q1 2024, an estimated $440K.
  • American Financial & Tax Strategies first reported a position in iShares Core S&P 500 ETF in Q4 2023 and held it in 1 quarter.
  • American Financial & Tax Strategies's iShares Core S&P 500 ETF position peaked at $440K in Q4 2023.
  • 3,083 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2024.

Based on American Financial & Tax Strategies's 13F filing for Q1 2024, filed 2 Aug 2024.