Clear Perspective Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Clear Perspective Advisors’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	$474K	Buy	993 +23	+2%	+$10.6K	0.14%	105
2021 Q3	$418K	Hold	970	–	–	0.14%	102
2021 Q2	$417K	Sell	970 -6	-0.6%	-$2.51K	0.14%	105
2021 Q1	$388K	Buy	976 +78	+9%	+$30.2K	0.15%	104
2020 Q4	$337K	Sell	898 -90	-9%	-$32K	0.14%	108
2020 Q3	$1.01K	Hold	988	–	–	0.47%	42
2020 Q2	$306K	Sell	988 -5	-0.5%	-$1.47K	0.17%	95
2020 Q1	$257K	Buy	993 +9	+0.9%	+$2.76K	0.17%	96
2019 Q4	$318K	Hold	984	–	–	0.2%	103
2019 Q3	$294K	Hold	984	–	–	0.13%	111
2019 Q2	$290K	Hold	984	–	–	0.19%	109
2019 Q1	$280K	Buy	984 +123	+14%	+$33.6K	0.2%	110
2018 Q4	$217K	Hold	861	–	–	0.18%	128
2018 Q3	$252K	Buy	861 +418	+94%	+$120K	0.19%	122
2018 Q2	$121K	Sell	443 -300	-40%	-$81.6K	0.08%	179
2018 Q1	$197K	Buy	743 +296	+66%	+$81.4K	0.15%	134
2017 Q4	$120K	Hold	447	–	–	0.09%	169
2017 Q3	$113K	Buy	+447	New	+$111K	0.09%	174

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

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

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

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

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

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

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

Clear Perspective Advisors's IVV Position: Q4 2021 in Review

Clear Perspective Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 2.4% in Q4 2021, buying an estimated $10.6K and bringing the position to 993 shares worth $474K. The position accounts for 0.14% of the portfolio, ranked #105.

Clear Perspective Advisors first reported a position in IVV in Q3 2017 and has held it in 18 quarters since. 2,613 funds tracked by Wall St. Rank hold IVV as of Q4 2021.

Clear Perspective Advisors held 993 shares of iShares Core S&P 500 ETF worth $474K as of Q4 2021.
Clear Perspective Advisors bought 23 iShares Core S&P 500 ETF shares in Q4 2021, an estimated $10.6K.
iShares Core S&P 500 ETF made up 0.14% of Clear Perspective Advisors's portfolio in Q4 2021, its #105 holding.
Clear Perspective Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2017 and has held it in 18 quarters since.
2,613 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.