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

Foresight 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
2022 Q4	–	Sell	-919	Closed	-$330K	–	54
2022 Q3	$330K	Sell	919 -39	-4%	-$15.6K	0.08%	78
2022 Q2	$363K	Buy	958 +63	+7%	+$25.9K	0.08%	77
2022 Q1	$406K	Sell	895 -2	-0.2%	-$894	0.08%	79
2021 Q4	$428K	Sell	897 -8	-0.9%	-$3.69K	0.01%	88
2021 Q3	$390K	Hold	905	–	–	0.08%	86
2021 Q2	$389K	Sell	905 -32	-3%	-$13.4K	0.09%	87
2021 Q1	$373K	Hold	937	–	–	0.09%	87
2020 Q4	$352K	Sell	937 -1,740	-65%	-$619K	0.09%	87
2020 Q3	$900K	Sell	2,677 -2,067	-44%	-$688K	0.3%	41
2020 Q2	$1.47M	Sell	4,744 -280	-6%	-$82.2K	0.67%	25
2020 Q1	$1.3M	Sell	5,024 -643	-11%	-$197K	0.89%	26
2019 Q4	$1.83M	Sell	5,667 -1,560	-22%	-$483K	1.13%	22
2019 Q3	$2.16M	Sell	7,227 -1,944	-21%	-$578K	1.56%	20
2019 Q2	$2.7M	Buy	9,171 +1,246	+16%	+$361K	2.04%	17
2019 Q1	$2.25M	Sell	7,925 -2,533	-24%	-$693K	1.96%	15
2018 Q4	$2.63M	Buy	+10,458	New	+$2.84M	2.79%	9

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

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

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

Foresight Wealth Management's IVV Position: Q4 2022 in Review

Foresight Wealth Management sold out of iShares Core S&P 500 ETF (IVV) in Q4 2022, closing a stake of 919 shares — an estimated $330K sold.

Foresight Wealth Management first reported a position in IVV in Q4 2018 and held it in 16 quarters. The position peaked at $2.7M in Q2 2019. 2,680 funds tracked by Wall St. Rank hold IVV as of Q4 2022.

Foresight Wealth Management reported no remaining iShares Core S&P 500 ETF position as of Q4 2022 after selling out during the quarter.
Foresight Wealth Management sold 919 iShares Core S&P 500 ETF shares in Q4 2022, an estimated $330K.
Foresight Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2018 and held it in 16 quarters.
Foresight Wealth Management's iShares Core S&P 500 ETF position peaked at $2.7M in Q2 2019.
2,680 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.