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

Ford Financial 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
2023 Q1	–	Sell	-4,093	Closed	-$1.57M	–	49
2022 Q4	$1.57M	Sell	4,093 -431	-10%	-$166K	0.62%	32
2022 Q3	$1.62M	Sell	4,524 -2,705	-37%	-$1.08M	0.68%	31
2022 Q2	$2.74M	Sell	7,229 -1,126	-13%	-$463K	1.11%	24
2022 Q1	$3.79M	Sell	8,355 -7,639	-48%	-$3.42M	1.45%	21
2021 Q4	$7.63K	Buy	15,994 +738	+5%	+$340K	1.51%	10
2021 Q3	$6.57M	Buy	15,256 +127	+0.8%	+$56.3K	2.53%	11
2021 Q2	$6.5M	Buy	15,129 +320	+2%	+$134K	2.42%	11
2021 Q1	$5.89M	Sell	14,809 -79	-0.5%	-$30.6K	2.53%	11
2020 Q4	$5.59M	Buy	14,888 +72	+0.5%	+$25.6K	2.64%	10
2020 Q3	$4.98M	Buy	14,816 +648	+5%	+$216K	2.71%	9
2020 Q2	$4.39M	Buy	14,168 +756	+6%	+$222K	2.44%	8
2020 Q1	$3.46M	Buy	13,412 +9,967	+289%	+$3.05M	2.31%	10
2019 Q4	$1.11M	Buy	3,445 +2,253	+189%	+$697K	0.64%	26
2019 Q3	$356K	Buy	1,192 +422	+55%	+$125K	0.23%	52
2019 Q2	$226K	Buy	+770	New	+$223K	0.15%	70
2019 Q1	–	Sell	-4,127	Closed	-$1.04M	–	73
2018 Q4	$1.04M	Buy	+4,127	New	+$1.12M	0.78%	23

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ford Financial Group's IVV Position: Q1 2023 in Review

Ford Financial Group sold out of iShares Core S&P 500 ETF (IVV) in Q1 2023, closing a stake of 4,093 shares — an estimated $1.57M sold.

Ford Financial Group first reported a position in IVV in Q4 2018 and held it in 16 quarters. The position peaked at $6.57M in Q3 2021. 2,673 funds tracked by Wall St. Rank hold IVV as of Q1 2023.

Ford Financial Group reported no remaining iShares Core S&P 500 ETF position as of Q1 2023 after selling out during the quarter.
Ford Financial Group sold 4,093 iShares Core S&P 500 ETF shares in Q1 2023, an estimated $1.57M.
Ford Financial Group first reported a position in iShares Core S&P 500 ETF in Q4 2018 and held it in 16 quarters.
Ford Financial Group's iShares Core S&P 500 ETF position peaked at $6.57M in Q3 2021.
2,673 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.