Cardinal Point Wealth Management Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Cardinal Point Wealth Management Partners’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 Q2	–	Sell	-521	Closed	-$236K	–	55
2022 Q1	$236K	Sell	521 -473	-48%	-$212K	0.11%	44
2021 Q4	$474K	Buy	+994	New	+$458K	0.21%	33

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cardinal Point Wealth Management Partners's IVV Position: Q2 2022 in Review

Cardinal Point Wealth Management Partners sold out of iShares Core S&P 500 ETF (IVV) in Q2 2022, closing a stake of 521 shares — an estimated $236K sold.

Cardinal Point Wealth Management Partners first reported a position in IVV in Q4 2021 and held it in 2 quarters. The position peaked at $474K in Q4 2021. 2,525 funds tracked by Wall St. Rank hold IVV as of Q2 2022.

Cardinal Point Wealth Management Partners reported no remaining iShares Core S&P 500 ETF position as of Q2 2022 after selling out during the quarter.
Cardinal Point Wealth Management Partners sold 521 iShares Core S&P 500 ETF shares in Q2 2022, an estimated $236K.
Cardinal Point Wealth Management Partners first reported a position in iShares Core S&P 500 ETF in Q4 2021 and held it in 2 quarters.
Cardinal Point Wealth Management Partners's iShares Core S&P 500 ETF position peaked at $474K in Q4 2021.
2,525 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2022.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q2 2022, filed 19 Jul 2022.