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

Bromfield Sneider 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
2024 Q1	$3.17M	Buy	6,024 +90	+2%	+$45K	1.96%	11
2023 Q4	$2.83M	Buy	5,934 +21	+0.4%	+$9.4K	1.92%	11
2023 Q3	$2.54M	Sell	5,913 -110	-2%	-$49.2K	1.91%	11
2023 Q2	$2.68M	Buy	6,023 +33	+0.6%	+$13.9K	2.13%	10
2023 Q1	$2.46M	Buy	5,990 +498	+9%	+$200K	2.07%	10
2022 Q4	$2.11M	Buy	5,492 +19	+0.3%	+$7.33K	1.96%	11
2022 Q3	$1.96M	Buy	5,473 +327	+6%	+$131K	2.32%	8
2022 Q2	$1.95M	Buy	5,146 +1,910	+59%	+$786K	2.37%	7
2022 Q1	$1.47M	Buy	3,236 +4	+0.1%	+$1.79K	1.54%	6
2021 Q4	$1.54M	Buy	+3,232	New	+$1.49M	1.57%	6

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's IVV Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 1.5% in Q1 2024, buying an estimated $45K and bringing the position to 6,024 shares worth $3.17M. The position accounts for 1.96% of the portfolio, ranked #11.

Bromfield Sneider Wealth Advisors first reported a position in IVV in Q4 2021 and has held it in 10 quarters since. 3,086 funds tracked by Wall St. Rank hold IVV as of Q1 2024.

Bromfield Sneider Wealth Advisors held 6,024 shares of iShares Core S&P 500 ETF worth $3.17M as of Q1 2024.
Bromfield Sneider Wealth Advisors bought 90 iShares Core S&P 500 ETF shares in Q1 2024, an estimated $45K.
iShares Core S&P 500 ETF made up 1.96% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #11 holding.
Bromfield Sneider Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 10 quarters since.
3,086 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.