David Rolfe’s iShares Core S&P 500 ETF IVV Stock Holding History

David Rolfe’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 Q1	–	Sell	-771	Closed	-$367K	–	44
2021 Q4	$367K	Buy	+771	New	+$355K	0.05%	35

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

David Rolfe's IVV Position: Q1 2022 in Review

David Rolfe sold out of iShares Core S&P 500 ETF (IVV) in Q1 2022, closing a stake of 771 shares — an estimated $367K sold.

David Rolfe first reported a position in IVV in Q4 2021 and held it in 1 quarter. The position peaked at $367K in Q4 2021. 2,585 funds tracked by Wall St. Rank hold IVV as of Q1 2022.

David Rolfe reported no remaining iShares Core S&P 500 ETF position as of Q1 2022 after selling out during the quarter.
David Rolfe sold 771 iShares Core S&P 500 ETF shares in Q1 2022, an estimated $367K.
David Rolfe first reported a position in iShares Core S&P 500 ETF in Q4 2021 and held it in 1 quarter.
David Rolfe's iShares Core S&P 500 ETF position peaked at $367K in Q4 2021.
2,585 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2022.

Based on Wedgewood Partners's 13F filing for Q1 2022, filed 16 May 2022.