Dixon Hubard Feinour & Brown’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$551K Sell
1,452
-255
-15% -$105K 0.07% 188
2022
Q1
$774K Hold
1,707
0.08% 182
2021
Q4
$814K Buy
+1,707
New +$787K 0.08% 169

Other funds holding IVV

Dixon Hubard Feinour & Brown's IVV Position: Q2 2022 in Review

Dixon Hubard Feinour & Brown reduced its iShares Core S&P 500 ETF (IVV) stake by 15% in Q2 2022, selling an estimated $105K and leaving 1,452 shares worth $551K. The position accounts for 0.07% of the portfolio, ranked #188.

Dixon Hubard Feinour & Brown first reported a position in IVV in Q4 2021 and has held it in 3 quarters since. The position peaked at $814K in Q4 2021. 2,526 funds tracked by Wall St. Rank hold IVV as of Q2 2022.

  • Dixon Hubard Feinour & Brown held 1,452 shares of iShares Core S&P 500 ETF worth $551K as of Q2 2022.
  • Dixon Hubard Feinour & Brown sold 255 iShares Core S&P 500 ETF shares in Q2 2022, an estimated $105K.
  • iShares Core S&P 500 ETF made up 0.07% of Dixon Hubard Feinour & Brown's portfolio in Q2 2022, its #188 holding.
  • Dixon Hubard Feinour & Brown first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 3 quarters since.
  • Dixon Hubard Feinour & Brown's iShares Core S&P 500 ETF position peaked at $814K in Q4 2021.
  • 2,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2022.

Based on Dixon Hubard Feinour & Brown's 13F filing for Q2 2022, filed 22 Jul 2022.