Carter Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Carter Financial Group’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 Q1	$355K	Buy	+783	New	+$350K	0.48%	30

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Carter Financial Group's IVV Position: Q1 2022 in Review

Carter Financial Group opened a new position in iShares Core S&P 500 ETF (IVV) in Q1 2022: 783 shares worth $355K. The stake represents 0.48% of the portfolio and ranks #30 among its holdings.

2,585 funds tracked by Wall St. Rank hold IVV as of Q1 2022.

Carter Financial Group held 783 shares of iShares Core S&P 500 ETF worth $355K as of Q1 2022.
iShares Core S&P 500 ETF was a new Carter Financial Group position in Q1 2022.
iShares Core S&P 500 ETF made up 0.48% of Carter Financial Group's portfolio in Q1 2022, its #30 holding.
2,585 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2022.

Based on Carter Financial Group's 13F filing for Q1 2022, filed 3 May 2022.