Evelyn V. Moreno’s iShares Core S&P 500 ETF IVV Stock Holding History

Evelyn V. Moreno’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 Q4	$513K	Hold	1,075	–	–	0.24%	75
2023 Q3	$462K	Hold	1,075	–	–	0.1%	83
2023 Q2	$479K	Hold	1,075	–	–	0.1%	74
2023 Q1	$442K	Sell	1,075 -5,050	-82%	-$2.02M	0.1%	73
2022 Q4	$2.35M	Buy	6,125 +5,050	+470%	+$1.95M	0.54%	54
2022 Q3	$386K	Hold	1,075	–	–	0.17%	100
2022 Q2	$408K	Buy	+1,075	New	+$442K	0.1%	98

Other funds holding IVV

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

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

Evelyn V. Moreno's IVV Position: Q4 2023 in Review

Evelyn V. Moreno held its iShares Core S&P 500 ETF (IVV) position steady in Q4 2023 at 1,075 shares worth $513K. The position accounts for 0.24% of the portfolio, ranked #75.

Evelyn V. Moreno first reported a position in IVV in Q2 2022 and has held it in 7 quarters since. The position peaked at $2.35M in Q4 2022. 3,016 funds tracked by Wall St. Rank hold IVV as of Q4 2023.

Evelyn V. Moreno held 1,075 shares of iShares Core S&P 500 ETF worth $513K as of Q4 2023.
Evelyn V. Moreno left its iShares Core S&P 500 ETF share count unchanged in Q4 2023.
iShares Core S&P 500 ETF made up 0.24% of Evelyn V. Moreno's portfolio in Q4 2023, its #75 holding.
Evelyn V. Moreno first reported a position in iShares Core S&P 500 ETF in Q2 2022 and has held it in 7 quarters since.
Evelyn V. Moreno's iShares Core S&P 500 ETF position peaked at $2.35M in Q4 2022.
3,016 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.