Berman Capital Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Berman Capital 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 Q3	$2.66M	Buy	6,167 +7	+0.1%	+$3.1K	0.42%	33
2021 Q2	$2.65M	Sell	6,160 -529	-8%	-$222K	0.42%	28
2021 Q1	$2.66M	Buy	6,689 +1,174	+21%	+$455K	0.56%	24
2020 Q4	$2.07M	Buy	5,515 +151	+3%	+$53.7K	0.5%	27
2020 Q3	$1.8M	Sell	5,364 -143	-3%	-$47.6K	0.51%	26
2020 Q2	$1.71M	Buy	5,507 +1,613	+41%	+$474K	0.45%	30
2020 Q1	$1M	Buy	3,894 +1,022	+36%	+$313K	0.32%	35
2019 Q4	$927K	Buy	2,872 +933	+48%	+$289K	0.27%	40
2019 Q3	$578K	Sell	1,939 -4	-0.2%	-$1.19K	0.18%	60
2019 Q2	$571K	Buy	1,943 +330	+20%	+$95.6K	0.18%	58
2019 Q1	$458K	Buy	1,613 +520	+48%	+$142K	0.15%	68
2018 Q4	$275K	Sell	1,093 -1,194	-52%	-$324K	0.11%	84
2018 Q3	$669K	Buy	2,287 +10	+0.4%	+$2.87K	0.28%	44
2018 Q2	$621K	Buy	+2,277	New	+$619K	0.22%	50

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Berman Capital Advisors's IVV Position: Q3 2021 in Review

Berman Capital Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.11% in Q3 2021, buying an estimated $3.1K and bringing the position to 6,167 shares worth $2.66M. The position accounts for 0.42% of the portfolio, ranked #33.

Berman Capital Advisors first reported a position in IVV in Q2 2018 and has held it in 14 quarters since. The position peaked at $2.66M in Q1 2021. 2,259 funds tracked by Wall St. Rank hold IVV as of Q3 2021.

Berman Capital Advisors held 6,167 shares of iShares Core S&P 500 ETF worth $2.66M as of Q3 2021.
Berman Capital Advisors bought 7 iShares Core S&P 500 ETF shares in Q3 2021, an estimated $3.1K.
iShares Core S&P 500 ETF made up 0.42% of Berman Capital Advisors's portfolio in Q3 2021, its #33 holding.
Berman Capital Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2018 and has held it in 14 quarters since.
Berman Capital Advisors's iShares Core S&P 500 ETF position peaked at $2.66M in Q1 2021.
2,259 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.