Canada Life
IVV icon

Canada Life’s iShares Core S&P 500 ETF IVV Stock Holding History

Canada Life’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 		– Sell
-4,490
Closed -$1.61M – 2369
2022
Q3 		$1.61M Buy
4,490
+3,035
+209% +$1.21M ﹤0.01% 1272
2022
Q2 		$552K Buy
1,455
+544
+60% +$224K ﹤0.01% 1650
2022
Q1 		$423K Buy
911
+649
+248% +$290K ﹤0.01% 1745
2021
Q4 		$125K Sell
262
-700
-73% -$323K ﹤0.01% 1965
2021
Q3 		$418K Buy
962
+196
+26% +$86.9K ﹤0.01% 1763
2021
Q2 		$329K Sell
766
-1,070
-58% -$448K ﹤0.01% 1826
2021
Q1 		$730K Buy
1,836
+1,698
+1,230% +$657K ﹤0.01% 1633
2020
Q4 		$52K Sell
138
-737
-84% -$262K ﹤0.01% 2262
2020
Q3 		$294K Buy
875
+748
+589% +$249K ﹤0.01% 1808
2020
Q2 		$39K Sell
127
-379
-75% -$111K ﹤0.01% 2304
2020
Q1 		$131K Sell
506
-792
-61% -$243K ﹤0.01% 1919
2019
Q4 		$416K Buy
1,298
+484
+59% +$150K ﹤0.01% 1756
2019
Q3 		$243K Buy
814
+182
+29% +$54.1K ﹤0.01% 967
2019
Q2 		$186K Buy
632
+82
+15% +$23.8K ﹤0.01% 2045
2019
Q1 		$157K Sell
550
-204
-27% -$55.8K ﹤0.01% 1939
2018
Q4 		$174K Buy
754
+451
+149% +$122K ﹤0.01% 1969
2018
Q3 		$89K Buy
303
+153
+102% +$43.9K ﹤0.01% 2226
2018
Q2 		$41K Buy
+150
New +$40.8K ﹤0.01% 2445
2015
Q3 		– Sell
-55
Closed -$12K – 2507
2015
Q2 		$12K Hold
55
– – ﹤0.01% 2519
2015
Q1 		$11K Hold
55
– – ﹤0.01% 2416
2014
Q4 		$11K Hold
55
– – ﹤0.01% 2406
2014
Q3 		$11K Buy
+55
New +$10.9K ﹤0.01% 2385

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Canada Life's IVV Position: Q4 2022 in Review

Canada Life sold out of iShares Core S&P 500 ETF (IVV) in Q4 2022, closing a stake of 4,490 shares — an estimated $1.61M sold.

Canada Life first reported a position in IVV in Q3 2014 and held it in 22 quarters. The position peaked at $1.61M in Q3 2022. 2,680 funds tracked by Wall St. Rank hold IVV as of Q4 2022.

  • Canada Life reported no remaining iShares Core S&P 500 ETF position as of Q4 2022 after selling out during the quarter.
  • Canada Life sold 4,490 iShares Core S&P 500 ETF shares in Q4 2022, an estimated $1.61M.
  • Canada Life first reported a position in iShares Core S&P 500 ETF in Q3 2014 and held it in 22 quarters.
  • Canada Life's iShares Core S&P 500 ETF position peaked at $1.61M in Q3 2022.
  • 2,680 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2022.

Based on Canada Life's 13F filing for Q4 2022, filed 10 Feb 2023.