Emerson Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Emerson Wealth’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 Q2	$7M	Buy	18,470 +3,772	+26%	+$1.55M	4.59%	5
2022 Q1	$6.67M	Buy	14,698 +5,627	+62%	+$2.52M	3.69%	6
2021 Q4	$4.33M	Hold	9,071	–	–	2.25%	7
2021 Q3	$3.91M	Sell	9,071 -130	-1%	-$57.6K	2.18%	7
2021 Q2	$3.96M	Sell	9,201 -32	-0.3%	-$13.4K	2.18%	7
2021 Q1	$3.67M	Buy	9,233 +620	+7%	+$240K	2.18%	7
2020 Q4	$3.23M	Hold	8,613	–	–	1.91%	8
2020 Q3	$2.89M	Hold	8,613	–	–	1.95%	8
2020 Q2	$2.67M	Sell	8,613 -537	-6%	-$158K	1.89%	8
2020 Q1	$2.36M	Buy	9,150 +7,845	+601%	+$2.4M	2.1%	8
2019 Q4	$422K	Buy	1,305 +167	+15%	+$51.7K	0.28%	17
2019 Q3	$340K	Buy	1,138 +378	+50%	+$112K	0.25%	18
2019 Q2	$224K	Hold	760	–	–	0.16%	21
2019 Q1	$216K	Buy	+760	New	+$208K	0.16%	26

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Emerson Wealth's IVV Position: Q2 2022 in Review

Emerson Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 26% in Q2 2022, buying an estimated $1.55M and bringing the position to 18,470 shares worth $7M. The position accounts for 4.59% of the portfolio, ranked #5.

Emerson Wealth first reported a position in IVV in Q1 2019 and has held it in 14 quarters since. 2,525 funds tracked by Wall St. Rank hold IVV as of Q2 2022.

Emerson Wealth held 18,470 shares of iShares Core S&P 500 ETF worth $7M as of Q2 2022.
Emerson Wealth bought 3,772 iShares Core S&P 500 ETF shares in Q2 2022, an estimated $1.55M.
iShares Core S&P 500 ETF made up 4.59% of Emerson Wealth's portfolio in Q2 2022, its #5 holding.
Emerson Wealth first reported a position in iShares Core S&P 500 ETF in Q1 2019 and has held it in 14 quarters since.
2,525 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2022.

Based on Emerson Wealth's 13F filing for Q2 2022, filed 3 Aug 2022.