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

Fiat Wealth Management’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	$969K	Buy	+2,029	New	+$908K	12.26%	3

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

Fiat Wealth Management's IVV Position: Q4 2023 in Review

Fiat Wealth Management opened a new position in iShares Core S&P 500 ETF (IVV) in Q4 2023: 2,029 shares worth $969K. The stake represents 12.26% of the portfolio and ranks #3 among its holdings.

3,017 funds tracked by Wall St. Rank hold IVV as of Q4 2023.

Fiat Wealth Management held 2,029 shares of iShares Core S&P 500 ETF worth $969K as of Q4 2023.
iShares Core S&P 500 ETF was a new Fiat Wealth Management position in Q4 2023.
iShares Core S&P 500 ETF made up 12.26% of Fiat Wealth Management's portfolio in Q4 2023, its #3 holding.
3,017 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2023.

Based on Fiat Wealth Management's 13F filing for Q4 2023, filed 3 May 2024.