Dixon Hughes Goodman Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Dixon Hughes Goodman Wealth 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
2022 Q1	$1.61M	Buy	3,549 +4	+0.1%	+$1.79K	0.46%	32
2021 Q4	$1.69M	Buy	+3,545	New	+$1.63M	0.55%	22

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Dixon Hughes Goodman Wealth Advisors's IVV Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.11% in Q1 2022, buying an estimated $1.79K and bringing the position to 3,549 shares worth $1.61M. The position accounts for 0.46% of the portfolio, ranked #32.

Dixon Hughes Goodman Wealth Advisors first reported a position in IVV in Q4 2021 and has held it in 2 quarters since. The position peaked at $1.69M in Q4 2021. 2,584 funds tracked by Wall St. Rank hold IVV as of Q1 2022.

Dixon Hughes Goodman Wealth Advisors held 3,549 shares of iShares Core S&P 500 ETF worth $1.61M as of Q1 2022.
Dixon Hughes Goodman Wealth Advisors bought 4 iShares Core S&P 500 ETF shares in Q1 2022, an estimated $1.79K.
iShares Core S&P 500 ETF made up 0.46% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #32 holding.
Dixon Hughes Goodman Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 2 quarters since.
Dixon Hughes Goodman Wealth Advisors's iShares Core S&P 500 ETF position peaked at $1.69M in Q4 2021.
2,584 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.