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

ARS 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
2021 Q2	$390K	Hold	906	–	–	0.07%	93
2021 Q1	$360K	Hold	906	–	–	0.08%	91
2020 Q4	$340K	Hold	906	–	–	0.07%	90
2020 Q3	$304K	Hold	906	–	–	0.08%	81
2020 Q2	$281K	Sell	906 -265	-23%	-$77.8K	0.09%	80
2020 Q1	$303K	Buy	1,171 +226	+24%	+$69.3K	0.13%	71
2019 Q4	$305K	Buy	945 +20	+2%	+$6.19K	0.09%	84
2019 Q3	$276K	Hold	925	–	–	0.09%	89
2019 Q2	$273K	Hold	925	–	–	0.09%	93
2019 Q1	$263K	Sell	925 -97	-9%	-$26.5K	0.08%	90
2018 Q4	$257K	Hold	1,022	–	–	0.09%	87
2018 Q3	$299K	Hold	1,022	–	–	0.1%	88
2018 Q2	$279K	Sell	1,022 -35	-3%	-$9.52K	0.1%	89
2018 Q1	$280K	Sell	1,057 -75	-7%	-$20.6K	0.1%	91
2017 Q4	$304K	Buy	1,132 +37	+3%	+$9.69K	0.11%	91
2017 Q3	$277K	Hold	1,095	–	–	0.11%	97
2017 Q2	$267K	Sell	1,095 -82	-7%	-$19.8K	0.11%	95
2017 Q1	$279K	Sell	1,177 -45	-4%	-$10.5K	0.12%	91
2016 Q4	$275K	Buy	1,222 +105	+9%	+$23.1K	0.12%	77
2016 Q3	$243K	Buy	1,117 +82	+8%	+$17.8K	0.1%	80
2016 Q2	$218K	Sell	1,035 -75	-7%	-$15.6K	0.09%	82
2016 Q1	$229K	Hold	1,110	–	–	0.11%	68
2015 Q4	$227K	Hold	1,110	–	–	0.12%	67
2015 Q3	$214K	Hold	1,110	–	–	0.11%	71
2015 Q2	$230K	Hold	1,110	–	–	0.1%	64
2015 Q1	$231K	Sell	1,110 -20	-2%	-$4.16K	0.1%	65
2014 Q4	$234K	Buy	+1,130	New	+$229K	0.1%	62

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

ARS Wealth Advisors's IVV Position: Q2 2021 in Review

ARS Wealth Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2021 at 906 shares worth $390K. The position accounts for 0.07% of the portfolio, ranked #93.

ARS Wealth Advisors first reported a position in IVV in Q4 2014 and has held it in 27 quarters since. 2,249 funds tracked by Wall St. Rank hold IVV as of Q2 2021.

ARS Wealth Advisors held 906 shares of iShares Core S&P 500 ETF worth $390K as of Q2 2021.
ARS Wealth Advisors left its iShares Core S&P 500 ETF share count unchanged in Q2 2021.
iShares Core S&P 500 ETF made up 0.07% of ARS Wealth Advisors's portfolio in Q2 2021, its #93 holding.
ARS Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2014 and has held it in 27 quarters since.
2,249 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.