EA Series Trust’s iShares Core S&P 500 ETF IVV Stock Holding History

EA Series Trust’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 Q2	$2.16M	Buy	+4,848	New	+$2.04M	0.08%	368

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

EA Series Trust's IVV Position: Q2 2023 in Review

EA Series Trust opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2023: 4,848 shares worth $2.16M. The stake represents 0.08% of the portfolio and ranks #368 among its holdings.

2,719 funds tracked by Wall St. Rank hold IVV as of Q2 2023.

EA Series Trust held 4,848 shares of iShares Core S&P 500 ETF worth $2.16M as of Q2 2023.
iShares Core S&P 500 ETF was a new EA Series Trust position in Q2 2023.
iShares Core S&P 500 ETF made up 0.08% of EA Series Trust's portfolio in Q2 2023, its #368 holding.
2,719 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.