DGS Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

DGS Capital 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 Q1	–	Sell	-542	Closed	-$208K	–	227
2022 Q4	$208K	Buy	+542	New	+$209K	0.14%	190

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

DGS Capital Management's IVV Position: Q1 2023 in Review

DGS Capital Management sold out of iShares Core S&P 500 ETF (IVV) in Q1 2023, closing a stake of 542 shares — an estimated $208K sold.

DGS Capital Management first reported a position in IVV in Q4 2022 and held it in 1 quarter. The position peaked at $208K in Q4 2022. 2,674 funds tracked by Wall St. Rank hold IVV as of Q1 2023.

DGS Capital Management reported no remaining iShares Core S&P 500 ETF position as of Q1 2023 after selling out during the quarter.
DGS Capital Management sold 542 iShares Core S&P 500 ETF shares in Q1 2023, an estimated $208K.
DGS Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2022 and held it in 1 quarter.
DGS Capital Management's iShares Core S&P 500 ETF position peaked at $208K in Q4 2022.
2,674 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2023.

Based on DGS Capital Management's 13F filing for Q1 2023, filed 16 Jun 2023.