Destiny Capital Securities’s iShares Core S&P 500 ETF IVV Stock Holding History

Destiny Capital Securities’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	$10.2M	Buy	+23,833	New	+$10.7M	8.3%	4

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 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

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

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

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Destiny Capital Securities's IVV Position: Q3 2023 in Review

Destiny Capital Securities opened a new position in iShares Core S&P 500 ETF (IVV) in Q3 2023: 23,833 shares worth $10.2M. The stake represents 8.3% of the portfolio and ranks #4 among its holdings.

2,744 funds tracked by Wall St. Rank hold IVV as of Q3 2023.

Destiny Capital Securities held 23,833 shares of iShares Core S&P 500 ETF worth $10.2M as of Q3 2023.
iShares Core S&P 500 ETF was a new Destiny Capital Securities position in Q3 2023.
iShares Core S&P 500 ETF made up 8.3% of Destiny Capital Securities's portfolio in Q3 2023, its #4 holding.
2,744 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2023.

Based on Destiny Capital Securities's 13F filing for Q3 2023, filed 13 Nov 2023.