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

Dearborn 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 Q4	–	Sell	-2,649	Closed	-$950K	–	250
2022 Q3	$950K	Buy	+2,649	New	+$1.06M	0.04%	111
2021 Q1	–	Sell	-1,839	Closed	-$690K	–	253
2020 Q4	$690K	Buy	+1,839	New	+$655K	0.03%	129
2020 Q1	–	Sell	-1,065	Closed	-$344K	–	232
2019 Q4	$344K	Buy	+1,065	New	+$330K	0.02%	183

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

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

Dearborn Partners's IVV Position: Q4 2022 in Review

Dearborn Partners sold out of iShares Core S&P 500 ETF (IVV) in Q4 2022, closing a stake of 2,649 shares — an estimated $950K sold.

Dearborn Partners first reported a position in IVV in Q4 2019 and held it in 3 quarters. The position peaked at $950K in Q3 2022. 2,681 funds tracked by Wall St. Rank hold IVV as of Q4 2022.

Dearborn Partners reported no remaining iShares Core S&P 500 ETF position as of Q4 2022 after selling out during the quarter.
Dearborn Partners sold 2,649 iShares Core S&P 500 ETF shares in Q4 2022, an estimated $950K.
Dearborn Partners first reported a position in iShares Core S&P 500 ETF in Q4 2019 and held it in 3 quarters.
Dearborn Partners's iShares Core S&P 500 ETF position peaked at $950K in Q3 2022.
2,681 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2022.

Based on Dearborn Partners's 13F filing for Q4 2022, filed 2 Feb 2023.