Atlas Private Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Atlas Private Wealth Management’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	$4.49M	Buy	8,538 +99	+1%	+$49.5K	1.89%	13
2023 Q4	$4.03M	Buy	8,439 +1,802	+27%	+$807K	1.89%	13
2023 Q3	$2.85M	Sell	6,637 -228	-3%	-$102K	1.53%	17
2023 Q2	$3.06M	Buy	6,865 +1,376	+25%	+$580K	1.61%	15
2023 Q1	$2.26M	Buy	5,489 +296	+6%	+$119K	1.36%	18
2022 Q4	$2M	Sell	5,193 -148	-3%	-$57.1K	0.92%	19
2022 Q3	$1.92M	Buy	5,341 +130	+2%	+$51.9K	1.39%	17
2022 Q2	$1.98M	Buy	5,211 +75	+1%	+$30.9K	1.35%	17
2022 Q1	$2.33M	Buy	5,136 +152	+3%	+$68K	1.35%	18
2021 Q4	$2.38M	Sell	4,984 -630	-11%	-$290K	1.32%	19
2021 Q3	$2.42M	Buy	5,614 +338	+6%	+$150K	1.48%	19
2021 Q2	$2.27M	Buy	5,276 +235	+5%	+$98.4K	1.4%	20
2021 Q1	$2M	Buy	5,041 +720	+17%	+$279K	1.28%	22
2020 Q4	$1.62M	Buy	4,321 +957	+28%	+$341K	1.16%	26
2020 Q3	$1.13M	Buy	3,364 +4	+0.1%	+$1.33K	0.89%	34
2020 Q2	$1.04M	Sell	3,360 -181	-5%	-$53.1K	0.84%	32
2020 Q1	$915K	Sell	3,541 -187	-5%	-$57.3K	0.84%	31
2019 Q4	$1.21M	Buy	+3,728	New	+$1.15M	0.93%	31

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atlas Private Wealth Management's IVV Position: Q1 2024 in Review

Atlas Private Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 1.2% in Q1 2024, buying an estimated $49.5K and bringing the position to 8,538 shares worth $4.49M. The position accounts for 1.89% of the portfolio, ranked #13.

Atlas Private Wealth Management first reported a position in IVV in Q4 2019 and has held it in 18 quarters since. 3,082 funds tracked by Wall St. Rank hold IVV as of Q1 2024.

Atlas Private Wealth Management held 8,538 shares of iShares Core S&P 500 ETF worth $4.49M as of Q1 2024.
Atlas Private Wealth Management bought 99 iShares Core S&P 500 ETF shares in Q1 2024, an estimated $49.5K.
iShares Core S&P 500 ETF made up 1.89% of Atlas Private Wealth Management's portfolio in Q1 2024, its #13 holding.
Atlas Private Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 18 quarters since.
3,082 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.