Cumberland Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Cumberland Partners’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
2022 Q2	–	Sell	-922	Closed	-$418K	–	171
2022 Q1	$418K	Sell	922 -1,550	-63%	-$693K	0.03%	154
2021 Q4	$1.18M	Sell	2,472 -1,940	-44%	-$894K	0.08%	120
2021 Q3	$1.9M	Buy	4,412 +3,921	+799%	+$1.74M	0.16%	100
2021 Q2	$211K	Buy	+491	New	+$206K	0.02%	170

Other funds holding IVV

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

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

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

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

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

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

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

Cumberland Partners's IVV Position: Q2 2022 in Review

Cumberland Partners sold out of iShares Core S&P 500 ETF (IVV) in Q2 2022, closing a stake of 922 shares — an estimated $418K sold.

Cumberland Partners first reported a position in IVV in Q2 2021 and held it in 4 quarters. The position peaked at $1.9M in Q3 2021. 2,525 funds tracked by Wall St. Rank hold IVV as of Q2 2022.

Cumberland Partners reported no remaining iShares Core S&P 500 ETF position as of Q2 2022 after selling out during the quarter.
Cumberland Partners sold 922 iShares Core S&P 500 ETF shares in Q2 2022, an estimated $418K.
Cumberland Partners first reported a position in iShares Core S&P 500 ETF in Q2 2021 and held it in 4 quarters.
Cumberland Partners's iShares Core S&P 500 ETF position peaked at $1.9M in Q3 2021.
2,525 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2022.

Based on Cumberland Partners's 13F filing for Q2 2022, filed 10 Aug 2022.