Coury Firm Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Coury Firm Asset Management’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 Q3	$544K	Sell	1,268 -654	-34%	-$293K	0.87%	16
2023 Q2	$857K	Buy	1,922 +5	+0.3%	+$2.11K	1.24%	13
2023 Q1	$788K	Buy	1,917 +86	+5%	+$34.5K	1.11%	18
2022 Q4	$704K	Buy	1,831 +17	+0.9%	+$6.56K	1.05%	20
2022 Q3	$650K	Hold	1,814	–	–	0.98%	20
2022 Q2	$688K	Sell	1,814 -1,874	-51%	-$771K	0.91%	20
2022 Q1	$1.67M	Buy	3,688 +216	+6%	+$96.6K	1.45%	13
2021 Q4	$1.66M	Buy	+3,472	New	+$1.6M	1.26%	12

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

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

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

Coury Firm Asset Management's IVV Position: Q3 2023 in Review

Coury Firm Asset Management reduced its iShares Core S&P 500 ETF (IVV) stake by 34% in Q3 2023, selling an estimated $293K and leaving 1,268 shares worth $544K. The position accounts for 0.87% of the portfolio, ranked #16.

Coury Firm Asset Management first reported a position in IVV in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.67M in Q1 2022. 2,742 funds tracked by Wall St. Rank hold IVV as of Q3 2023.

Coury Firm Asset Management held 1,268 shares of iShares Core S&P 500 ETF worth $544K as of Q3 2023.
Coury Firm Asset Management sold 654 iShares Core S&P 500 ETF shares in Q3 2023, an estimated $293K.
iShares Core S&P 500 ETF made up 0.87% of Coury Firm Asset Management's portfolio in Q3 2023, its #16 holding.
Coury Firm Asset Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 8 quarters since.
Coury Firm Asset Management's iShares Core S&P 500 ETF position peaked at $1.67M in Q1 2022.
2,742 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2023.

Based on Coury Firm Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.