Asset Management Resources’s iShares Core S&P 500 ETF IVV Stock Holding History

Asset Management Resources’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
2023 Q4	$220K	Buy	+460	New	+$206K	0.13%	52

Other funds holding IVV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Asset Management Resources's IVV Position: Q4 2023 in Review

Asset Management Resources opened a new position in iShares Core S&P 500 ETF (IVV) in Q4 2023: 460 shares worth $220K. The stake represents 0.13% of the portfolio and ranks #52 among its holdings.

3,019 funds tracked by Wall St. Rank hold IVV as of Q4 2023.

Asset Management Resources held 460 shares of iShares Core S&P 500 ETF worth $220K as of Q4 2023.
iShares Core S&P 500 ETF was a new Asset Management Resources position in Q4 2023.
iShares Core S&P 500 ETF made up 0.13% of Asset Management Resources's portfolio in Q4 2023, its #52 holding.
3,019 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2023.

Based on Asset Management Resources's 13F filing for Q4 2023, filed 25 Jan 2024.