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

Angeles 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
2022 Q1	–	Sell	-3,047	Closed	-$1.45M	–	165
2021 Q4	$1.45M	Buy	3,047 +605	+25%	+$279K	0.07%	65
2021 Q3	$1.05M	Hold	2,442	–	–	0.06%	79
2021 Q2	$1.05M	Hold	2,442	–	–	0.07%	57
2021 Q1	$971K	Hold	2,442	–	–	0.08%	45
2020 Q4	$917K	Buy	2,442 +473	+24%	+$168K	0.09%	41
2020 Q3	$662K	Buy	1,969 +567	+40%	+$189K	0.08%	45
2020 Q2	$434K	Hold	1,402	–	–	0.06%	60
2020 Q1	$412K	Sell	1,402 -24	-2%	-$7.35K	0.11%	60
2019 Q4	$461K	Hold	1,426	–	–	0.09%	55
2019 Q3	$426K	Hold	1,426	–	–	0.09%	50
2019 Q2	$420K	Buy	1,426 +84	+6%	+$24.3K	0.1%	41
2019 Q1	$382K	Sell	1,342 -221	-14%	-$60.4K	0.36%	34
2018 Q4	$393K	Buy	+1,563	New	+$424K	0.34%	25

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Angeles Investment Advisors's IVV Position: Q1 2022 in Review

Angeles Investment Advisors sold out of iShares Core S&P 500 ETF (IVV) in Q1 2022, closing a stake of 3,047 shares — an estimated $1.45M sold.

Angeles Investment Advisors first reported a position in IVV in Q4 2018 and held it in 13 quarters. The position peaked at $1.45M in Q4 2021. 2,584 funds tracked by Wall St. Rank hold IVV as of Q1 2022.

Angeles Investment Advisors reported no remaining iShares Core S&P 500 ETF position as of Q1 2022 after selling out during the quarter.
Angeles Investment Advisors sold 3,047 iShares Core S&P 500 ETF shares in Q1 2022, an estimated $1.45M.
Angeles Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2018 and held it in 13 quarters.
Angeles Investment Advisors's iShares Core S&P 500 ETF position peaked at $1.45M in Q4 2021.
2,584 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2022.

Based on Angeles Investment Advisors's 13F filing for Q1 2022, filed 16 May 2022.