FGG
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Financial Guidance Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Financial Guidance Group’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
Q3 		– Sell
-785
Closed -$298K – 50
2022
Q2 		$298K Buy
+785
New +$323K 0.23% 41

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Financial Guidance Group's IVV Position: Q3 2022 in Review

Financial Guidance Group sold out of iShares Core S&P 500 ETF (IVV) in Q3 2022, closing a stake of 785 shares — an estimated $298K sold.

Financial Guidance Group first reported a position in IVV in Q2 2022 and held it in 1 quarter. The position peaked at $298K in Q2 2022. 2,502 funds tracked by Wall St. Rank hold IVV as of Q3 2022.

  • Financial Guidance Group reported no remaining iShares Core S&P 500 ETF position as of Q3 2022 after selling out during the quarter.
  • Financial Guidance Group sold 785 iShares Core S&P 500 ETF shares in Q3 2022, an estimated $298K.
  • Financial Guidance Group first reported a position in iShares Core S&P 500 ETF in Q2 2022 and held it in 1 quarter.
  • Financial Guidance Group's iShares Core S&P 500 ETF position peaked at $298K in Q2 2022.
  • 2,502 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2022.

Based on Financial Guidance Group's 13F filing for Q3 2022, filed 25 Oct 2022.