Clean Yield Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Clean Yield 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
2024 Q2	–	Sell	-30	Closed	-$15.8K	–	387
2024 Q1	$15.8K	Buy	+30	New	+$15K	0.01%	298
2023 Q1	–	Sell	-12	Closed	-$4.61K	–	445
2022 Q4	$4.61K	Hold	12	–	–	﹤0.01%	378
2022 Q3	$4K	Hold	12	–	–	﹤0.01%	371
2022 Q2	$5K	Sell	12 -75	-86%	-$30.9K	﹤0.01%	377
2022 Q1	$39K	Buy	87 +75	+625%	+$33.5K	0.01%	270
2021 Q4	$6K	Hold	12	–	–	﹤0.01%	403
2021 Q3	$5K	Hold	12	–	–	﹤0.01%	425
2021 Q2	$5K	Buy	+12	New	+$5.03K	﹤0.01%	416
2021 Q1	–	Sell	-12	Closed	-$5K	–	262
2020 Q4	$5K	Sell	12 -12	-50%	-$4.27K	﹤0.01%	392
2020 Q3	$8K	Buy	+24	New	+$7.99K	﹤0.01%	321

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Clean Yield Group's IVV Position: Q2 2024 in Review

Clean Yield Group sold out of iShares Core S&P 500 ETF (IVV) in Q2 2024, closing a stake of 30 shares — an estimated $15.8K sold.

Clean Yield Group first reported a position in IVV in Q3 2020 and held it in 10 quarters. The position peaked at $39K in Q1 2022. 3,116 funds tracked by Wall St. Rank hold IVV as of Q2 2024.

Clean Yield Group reported no remaining iShares Core S&P 500 ETF position as of Q2 2024 after selling out during the quarter.
Clean Yield Group sold 30 iShares Core S&P 500 ETF shares in Q2 2024, an estimated $15.8K.
Clean Yield Group first reported a position in iShares Core S&P 500 ETF in Q3 2020 and held it in 10 quarters.
Clean Yield Group's iShares Core S&P 500 ETF position peaked at $39K in Q1 2022.
3,116 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2024.

Based on Clean Yield Group's 13F filing for Q2 2024, filed 10 Jul 2024.