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Carderock Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Carderock Capital Management’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
Q4 		– Sell
-47
Closed -$20K – 108
2021
Q3 		$20K Buy
+47
New +$20.8K 0.01% 124

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Creative Planning
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Bank of America
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Royal Bank of Canada
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JP Morgan Chase
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Carderock Capital Management's IVV Position: Q4 2021 in Review

Carderock Capital Management sold out of iShares Core S&P 500 ETF (IVV) in Q4 2021, closing a stake of 47 shares — an estimated $20K sold.

Carderock Capital Management first reported a position in IVV in Q3 2021 and held it in 1 quarter. The position peaked at $20K in Q3 2021. 2,612 funds tracked by Wall St. Rank hold IVV as of Q4 2021.

  • Carderock Capital Management reported no remaining iShares Core S&P 500 ETF position as of Q4 2021 after selling out during the quarter.
  • Carderock Capital Management sold 47 iShares Core S&P 500 ETF shares in Q4 2021, an estimated $20K.
  • Carderock Capital Management first reported a position in iShares Core S&P 500 ETF in Q3 2021 and held it in 1 quarter.
  • Carderock Capital Management's iShares Core S&P 500 ETF position peaked at $20K in Q3 2021.
  • 2,612 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2021.

Based on Carderock Capital Management's 13F filing for Q4 2021, filed 31 Jan 2022.