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Charles D. Hyman’s iShares Core S&P 500 ETF IVV Stock Holding History

Charles D. Hyman’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
Q2 		$1.7M Hold
3,108
– – 0.09% 105
2024
Q1 		$1.63M Buy
3,108
+3
+0.1% +$1.5K 0.09% 107
2023
Q4 		$1.48M Hold
3,105
– – 0.09% 107
2023
Q3 		$1.33M Buy
3,105
+87
+3% +$38.9K 0.09% 106
2023
Q2 		$1.34M Buy
3,018
+201
+7% +$84.7K 0.08% 110
2023
Q1 		$1.16M Sell
2,817
-50
-2% -$20K 0.08% 112
2022
Q4 		$1.1M Buy
2,867
+55
+2% +$21.2K 0.08% 106
2022
Q3 		$1.01M Hold
2,812
– – 0.08% 106
2022
Q2 		$1.07M Hold
2,812
– – 0.08% 107
2022
Q1 		$1.28M Sell
2,812
-42
-1% -$18.8K 0.08% 109
2021
Q4 		$1.36M Hold
2,854
– – 0.09% 111
2021
Q3 		$1.23M Hold
2,854
– – 0.09% 111
2021
Q2 		$1.23M Hold
2,854
– – 0.09% 114
2021
Q1 		$1.14M Hold
2,854
– – 0.08% 112
2020
Q4 		$1.07M Hold
2,854
– – 0.09% 114
2020
Q3 		$959K Hold
2,854
– – 0.08% 116
2020
Q2 		$884K Buy
2,854
+45
+2% +$13.2K 0.09% 109
2020
Q1 		$726K Hold
2,809
– – 0.09% 99
2019
Q4 		$908K Hold
2,809
– – 0.09% 98
2019
Q3 		$839K Hold
2,809
– – 0.09% 100
2019
Q2 		$828K Hold
2,809
– – 0.09% 98
2019
Q1 		$799K Sell
2,809
-20
-0.7% -$5.47K 0.08% 107
2018
Q4 		$712K Hold
2,829
– – 0.08% 102
2018
Q3 		$828K Buy
2,829
+37
+1% +$10.6K 0.09% 103
2018
Q2 		$762K Hold
2,792
– – 0.09% 105
2018
Q1 		$741K Hold
2,792
– – 0.09% 103
2017
Q4 		$751K Buy
+2,792
New +$731K 0.09% 99
2016
Q3 		– Sell
-1,570
Closed -$330K – 141
2016
Q2 		$330K Buy
+1,570
New +$328K 0.05% 121

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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Charles D. Hyman's IVV Position: Q2 2024 in Review

Charles D. Hyman held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2024 at 3,108 shares worth $1.7M. The position accounts for 0.09% of the portfolio, ranked #105.

Charles D. Hyman first reported a position in IVV in Q2 2016 and has held it in 28 quarters since. 3,116 funds tracked by Wall St. Rank hold IVV as of Q2 2024.

  • Charles D. Hyman held 3,108 shares of iShares Core S&P 500 ETF worth $1.7M as of Q2 2024.
  • Charles D. Hyman left its iShares Core S&P 500 ETF share count unchanged in Q2 2024.
  • iShares Core S&P 500 ETF made up 0.09% of Charles D. Hyman's portfolio in Q2 2024, its #105 holding.
  • Charles D. Hyman first reported a position in iShares Core S&P 500 ETF in Q2 2016 and has held it in 28 quarters since.
  • 3,116 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2024.

Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.