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Aquire Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Aquire Wealth 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
-19
Closed -$9K – 133
2021
Q4 		$9K Buy
+19
New +$8.76K ﹤0.01% 132

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Aquire Wealth Advisors's IVV Position: Q1 2022 in Review

Aquire Wealth Advisors sold out of iShares Core S&P 500 ETF (IVV) in Q1 2022, closing a stake of 19 shares — an estimated $9K sold.

Aquire Wealth Advisors first reported a position in IVV in Q4 2021 and held it in 1 quarter. The position peaked at $9K in Q4 2021. 2,586 funds tracked by Wall St. Rank hold IVV as of Q1 2022.

  • Aquire Wealth Advisors reported no remaining iShares Core S&P 500 ETF position as of Q1 2022 after selling out during the quarter.
  • Aquire Wealth Advisors sold 19 iShares Core S&P 500 ETF shares in Q1 2022, an estimated $9K.
  • Aquire Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and held it in 1 quarter.
  • Aquire Wealth Advisors's iShares Core S&P 500 ETF position peaked at $9K in Q4 2021.
  • 2,586 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2022.

Based on Aquire Wealth Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.