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Dudley & Shanley’s iShares Core S&P 500 ETF IVV Stock Holding History

Dudley & Shanley’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
Q4 		– Sell
-1,893
Closed -$679K – 34
2022
Q3 		$679K Hold
1,893
– – 0.19% 22
2022
Q2 		$718K Hold
1,893
– – 0.16% 26
2022
Q1 		$859K Hold
1,893
– – 0.16% 27
2021
Q4 		$903K Hold
1,893
– – 0.16% 29
2021
Q3 		$816K Hold
1,893
– – 0.14% 27
2021
Q2 		$814K Hold
1,893
– – 0.13% 27
2021
Q1 		$753K Hold
1,893
– – 0.13% 26
2020
Q4 		$711K Hold
1,893
– – 0.13% 27
2020
Q3 		$636K Buy
+1,893
New +$630K 0.15% 25

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Dudley & Shanley's IVV Position: Q4 2022 in Review

Dudley & Shanley sold out of iShares Core S&P 500 ETF (IVV) in Q4 2022, closing a stake of 1,893 shares — an estimated $679K sold.

Dudley & Shanley first reported a position in IVV in Q3 2020 and held it in 9 quarters. The position peaked at $903K in Q4 2021. 2,680 funds tracked by Wall St. Rank hold IVV as of Q4 2022.

  • Dudley & Shanley reported no remaining iShares Core S&P 500 ETF position as of Q4 2022 after selling out during the quarter.
  • Dudley & Shanley sold 1,893 iShares Core S&P 500 ETF shares in Q4 2022, an estimated $679K.
  • Dudley & Shanley first reported a position in iShares Core S&P 500 ETF in Q3 2020 and held it in 9 quarters.
  • Dudley & Shanley's iShares Core S&P 500 ETF position peaked at $903K in Q4 2021.
  • 2,680 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2022.

Based on Dudley & Shanley's 13F filing for Q4 2022, filed 13 Jan 2023.