Clear Perspectives Financial Planning’s iShares Core S&P 500 ETF IVV Stock Holding History

Clear Perspectives Financial Planning’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
2023 Q1	$2.38M	Sell	5,779 -3	-0.1%	-$1.2K	1.33%	19
2022 Q4	$2.22M	Sell	5,782 -31	-0.5%	-$12K	1.18%	21
2022 Q3	$2.08M	Sell	5,813 -35	-0.6%	-$14K	1.02%	21
2022 Q2	$2.22M	Sell	5,848 -685	-10%	-$282K	0.86%	21
2022 Q1	$2.96M	Sell	6,533 -22	-0.3%	-$9.84K	1.12%	23
2021 Q4	$3.13M	Sell	6,555 -44	-0.7%	-$20.3K	1.26%	21
2021 Q3	$2.84M	Buy	6,599 +127	+2%	+$56.3K	1.29%	22
2021 Q2	$2.78M	Sell	6,472 -39	-0.6%	-$16.3K	1.34%	21
2021 Q1	$2.59M	Sell	6,511 -106	-2%	-$41K	1.5%	18
2020 Q4	$2.48M	Buy	+6,617	New	+$2.36M	1.57%	20

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Clear Perspectives Financial Planning's IVV Position: Q1 2023 in Review

Clear Perspectives Financial Planning reduced its iShares Core S&P 500 ETF (IVV) stake by 0.05% in Q1 2023, selling an estimated $1.2K and leaving 5,779 shares worth $2.38M. The position accounts for 1.33% of the portfolio, ranked #19.

Clear Perspectives Financial Planning first reported a position in IVV in Q4 2020 and has held it in 10 quarters since. The position peaked at $3.13M in Q4 2021. 2,673 funds tracked by Wall St. Rank hold IVV as of Q1 2023.

Clear Perspectives Financial Planning held 5,779 shares of iShares Core S&P 500 ETF worth $2.38M as of Q1 2023.
Clear Perspectives Financial Planning sold 3 iShares Core S&P 500 ETF shares in Q1 2023, an estimated $1.2K.
iShares Core S&P 500 ETF made up 1.33% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #19 holding.
Clear Perspectives Financial Planning first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's iShares Core S&P 500 ETF position peaked at $3.13M in Q4 2021.
2,673 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.