Bickling Financial Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Bickling Financial Services’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
2022 Q4	$326K	Buy	848 +37	+5%	+$14.3K	0.2%	82
2022 Q3	$292K	Hold	811	–	–	0.2%	85
2022 Q2	$308K	Hold	811	–	–	0.2%	89
2022 Q1	$368K	Sell	811 -39	-5%	-$17.4K	0.19%	88
2021 Q4	$406K	Hold	850	–	–	0.2%	83
2021 Q3	$366K	Sell	850 -18,705	-96%	-$8.29M	0.19%	80
2021 Q2	$8.41M	Buy	19,555 +1,781	+10%	+$746K	3.8%	5
2021 Q1	$7.07M	Buy	17,774 +17,194	+2,964%	+$6.66M	3.56%	9
2020 Q4	$218K	Buy	+580	New	+$206K	0.13%	91

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Bickling Financial Services's IVV Position: Q4 2022 in Review

Bickling Financial Services increased its iShares Core S&P 500 ETF (IVV) stake by 4.6% in Q4 2022, buying an estimated $14.3K and bringing the position to 848 shares worth $326K. The position accounts for 0.2% of the portfolio, ranked #82.

Bickling Financial Services first reported a position in IVV in Q4 2020 and has held it in 9 quarters since. The position peaked at $8.41M in Q2 2021. 2,681 funds tracked by Wall St. Rank hold IVV as of Q4 2022.

Bickling Financial Services held 848 shares of iShares Core S&P 500 ETF worth $326K as of Q4 2022.
Bickling Financial Services bought 37 iShares Core S&P 500 ETF shares in Q4 2022, an estimated $14.3K.
iShares Core S&P 500 ETF made up 0.2% of Bickling Financial Services's portfolio in Q4 2022, its #82 holding.
Bickling Financial Services first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 9 quarters since.
Bickling Financial Services's iShares Core S&P 500 ETF position peaked at $8.41M in Q2 2021.
2,681 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.