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DHK Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

DHK Financial Advisors’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
2024
Q2 		– Sell
-19,184
Closed -$10.1M – 86
2024
Q1 		$10.1M Sell
19,184
-412
-2% -$206K 7.14% 2
2023
Q4 		$9.36M Buy
19,596
+102
+0.5% +$45.7K 7.02% 2
2023
Q3 		$8.41M Hold
19,494
– – 7.49% 2
2023
Q2 		$8.69M Hold
19,494
– – 7.39% 2
2023
Q1 		$8.01M Hold
19,494
– – 9.96% 3
2022
Q4 		$7.49M Hold
19,494
– – 10.41% 3
2022
Q3 		$6.99M Sell
19,494
-20,166
-51% -$8.05M 11.48% 2
2022
Q2 		$15M Hold
39,660
– – 14.38% 2
2022
Q1 		$18M Buy
39,660
+19,494
+97% +$8.72M 15.19% 1
2021
Q4 		$9.62M Buy
+20,166
New +$9.29M 9.06% 3

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

DHK Financial Advisors's IVV Position: Q2 2024 in Review

DHK Financial Advisors sold out of iShares Core S&P 500 ETF (IVV) in Q2 2024, closing a stake of 19,184 shares — an estimated $10.1M sold.

DHK Financial Advisors first reported a position in IVV in Q4 2021 and held it in 10 quarters. The position peaked at $18M in Q1 2022. 3,116 funds tracked by Wall St. Rank hold IVV as of Q2 2024.

  • DHK Financial Advisors reported no remaining iShares Core S&P 500 ETF position as of Q2 2024 after selling out during the quarter.
  • DHK Financial Advisors sold 19,184 iShares Core S&P 500 ETF shares in Q2 2024, an estimated $10.1M.
  • DHK Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and held it in 10 quarters.
  • DHK Financial Advisors's iShares Core S&P 500 ETF position peaked at $18M in Q1 2022.
  • 3,116 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2024.

Based on DHK Financial Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.