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

BDO 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
2023 Q2	$32.1M	Buy	72,015 +518	+0.7%	+$218K	3.68%	5
2023 Q1	$29.4M	Sell	71,497 -1,372	-2%	-$550K	3.6%	5
2022 Q4	$28M	Sell	72,869 -1,793	-2%	-$692K	3.48%	5
2022 Q3	$26.8M	Buy	74,662 +3,100	+4%	+$1.24M	3.56%	6
2022 Q2	$27.1M	Sell	71,562 -385	-0.5%	-$158K	3.34%	7
2022 Q1	$32.6M	Buy	71,947 +1,121	+2%	+$501K	3.48%	7
2021 Q4	$33.8M	Buy	70,826 +141	+0.2%	+$65K	3.57%	4
2021 Q3	$30.5M	Sell	70,685 -628	-0.9%	-$278K	3.35%	7
2021 Q2	$30.7M	Sell	71,313 -949	-1%	-$398K	3.39%	6
2021 Q1	$28.7M	Sell	72,262 -11,896	-14%	-$4.61M	3.39%	6
2020 Q4	$31.6M	Sell	84,158 -7,158	-8%	-$2.55M	4.44%	2
2020 Q3	$30.7M	Buy	91,316 +3,144	+4%	+$1.05M	5%	2
2020 Q2	$27.3M	Buy	88,172 +1,629	+2%	+$478K	4.8%	2
2020 Q1	$22.4M	Buy	86,543 +44,227	+105%	+$13.6M	4.52%	4
2019 Q4	$13.7M	Buy	42,316 +10,948	+35%	+$3.39M	3.53%	8
2019 Q3	$9.36M	Buy	31,368 +6,668	+27%	+$1.98M	2.4%	9
2019 Q2	$7.28M	Buy	24,700 +3,368	+16%	+$976K	1.98%	10
2019 Q1	$6.07M	Buy	21,332 +2,715	+15%	+$742K	1.76%	15
2018 Q4	$4.68M	Buy	18,617 +976	+6%	+$265K	1.61%	15
2018 Q3	$5.16M	Buy	17,641 +610	+4%	+$175K	1.67%	13
2018 Q2	$4.65M	Buy	17,031 +3,047	+22%	+$829K	1.58%	15
2018 Q1	$3.71M	Buy	13,984 +736	+6%	+$202K	1.39%	16
2017 Q4	$3.56M	Buy	13,248 +1,831	+16%	+$480K	1.6%	11
2017 Q3	$2.89M	Buy	11,417 +131	+1%	+$32.5K	1.43%	11
2017 Q2	$2.75M	Buy	+11,286	New	+$2.72M	1.2%	14

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

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

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

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

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

BDO Wealth Advisors's IVV Position: Q2 2023 in Review

BDO Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.72% in Q2 2023, buying an estimated $218K and bringing the position to 72,015 shares worth $32.1M. The position accounts for 3.68% of the portfolio, ranked #5.

BDO Wealth Advisors first reported a position in IVV in Q2 2017 and has held it in 25 quarters since. The position peaked at $33.8M in Q4 2021. 2,719 funds tracked by Wall St. Rank hold IVV as of Q2 2023.

BDO Wealth Advisors held 72,015 shares of iShares Core S&P 500 ETF worth $32.1M as of Q2 2023.
BDO Wealth Advisors bought 518 iShares Core S&P 500 ETF shares in Q2 2023, an estimated $218K.
iShares Core S&P 500 ETF made up 3.68% of BDO Wealth Advisors's portfolio in Q2 2023, its #5 holding.
BDO Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's iShares Core S&P 500 ETF position peaked at $33.8M in Q4 2021.
2,719 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.