FMA Advisory’s iShares Core S&P 500 ETF IVV Stock Holding History

FMA Advisory’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
2021 Q2	–	Sell	-908	Closed	-$361K	–	150
2021 Q1	$361K	Buy	908 +3	+0.3%	+$1.16K	0.11%	146
2020 Q4	$340K	Sell	905 -27	-3%	-$9.61K	0.11%	148
2020 Q3	$313K	Sell	932 -10	-1%	-$3.33K	0.12%	144
2020 Q2	$292K	Buy	942 +3	+0.3%	+$881	0.13%	135
2020 Q1	$243K	Buy	939 +5	+0.5%	+$1.53K	0.13%	133
2019 Q4	$302K	Buy	934 +57	+6%	+$17.6K	0.12%	134
2019 Q3	$262K	Buy	+877	New	+$261K	0.11%	135

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

FMA Advisory's IVV Position: Q2 2021 in Review

FMA Advisory sold out of iShares Core S&P 500 ETF (IVV) in Q2 2021, closing a stake of 908 shares — an estimated $361K sold.

FMA Advisory first reported a position in IVV in Q3 2019 and held it in 7 quarters. The position peaked at $361K in Q1 2021. 2,248 funds tracked by Wall St. Rank hold IVV as of Q2 2021.

FMA Advisory reported no remaining iShares Core S&P 500 ETF position as of Q2 2021 after selling out during the quarter.
FMA Advisory sold 908 iShares Core S&P 500 ETF shares in Q2 2021, an estimated $361K.
FMA Advisory first reported a position in iShares Core S&P 500 ETF in Q3 2019 and held it in 7 quarters.
FMA Advisory's iShares Core S&P 500 ETF position peaked at $361K in Q1 2021.
2,248 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2021.

Based on FMA Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.