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Blooom Inc’s iShares Core S&P 500 ETF IVV Stock Holding History

Blooom Inc’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
Q3 		$281K Sell
757
-27
-3% -$10.8K 0.53% 31
2022
Q2 		$299K Buy
+784
New +$322K 0.51% 33
2021
Q3 		– Sell
-325
Closed -$217K – 49
2021
Q2 		$217K Buy
325
+5
+2% +$2.1K 0.16% 44
2021
Q1 		$202K Sell
320
-25
-7% -$9.68K 0.16% 45
2020
Q4 		$200K Buy
+345
New +$123K 0.16% 41

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Blooom Inc's IVV Position: Q3 2022 in Review

Blooom Inc reduced its iShares Core S&P 500 ETF (IVV) stake by 3.4% in Q3 2022, selling an estimated $10.8K and leaving 757 shares worth $281K. The position accounts for 0.53% of the portfolio, ranked #31.

Blooom Inc first reported a position in IVV in Q4 2020 and has held it in 5 quarters since. The position peaked at $299K in Q2 2022. 2,502 funds tracked by Wall St. Rank hold IVV as of Q3 2022.

  • Blooom Inc held 757 shares of iShares Core S&P 500 ETF worth $281K as of Q3 2022.
  • Blooom Inc sold 27 iShares Core S&P 500 ETF shares in Q3 2022, an estimated $10.8K.
  • iShares Core S&P 500 ETF made up 0.53% of Blooom Inc's portfolio in Q3 2022, its #31 holding.
  • Blooom Inc first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 5 quarters since.
  • Blooom Inc's iShares Core S&P 500 ETF position peaked at $299K in Q2 2022.
  • 2,502 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2022.

Based on Blooom Inc's 13F filing for Q3 2022, filed 1 Nov 2022.