Coulter & Justus Financial Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Coulter & Justus Financial Services’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 Q1	$204K	Buy	+388	New	+$194K	0.05%	92

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

Coulter & Justus Financial Services's IVV Position: Q1 2024 in Review

Coulter & Justus Financial Services opened a new position in iShares Core S&P 500 ETF (IVV) in Q1 2024: 388 shares worth $204K. The stake represents 0.05% of the portfolio and ranks #92 among its holdings.

3,081 funds tracked by Wall St. Rank hold IVV as of Q1 2024.

Coulter & Justus Financial Services held 388 shares of iShares Core S&P 500 ETF worth $204K as of Q1 2024.
iShares Core S&P 500 ETF was a new Coulter & Justus Financial Services position in Q1 2024.
iShares Core S&P 500 ETF made up 0.05% of Coulter & Justus Financial Services's portfolio in Q1 2024, its #92 holding.
3,081 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.