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

FourThought Financial’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	$491K	Sell	1,370 -116	-8%	-$46.3K	0.07%	179
2022 Q2	$563K	Buy	1,486 +127	+9%	+$52.2K	0.08%	166
2022 Q1	$616K	Buy	1,359 +119	+10%	+$53.2K	0.08%	170
2021 Q4	$592K	Buy	1,240 +2	+0.2%	+$922	0.07%	177
2021 Q3	$533K	Sell	1,238 -1,099	-47%	-$487K	0.07%	194
2021 Q2	$1M	Buy	2,337 +1,017	+77%	+$426K	0.13%	136
2021 Q1	$525K	Sell	1,320 -217	-14%	-$84K	0.08%	204
2020 Q4	$576K	Buy	+1,537	New	+$547K	0.09%	174

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

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

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

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

FourThought Financial's IVV Position: Q3 2022 in Review

FourThought Financial reduced its iShares Core S&P 500 ETF (IVV) stake by 7.8% in Q3 2022, selling an estimated $46.3K and leaving 1,370 shares worth $491K. The position accounts for 0.07% of the portfolio, ranked #179.

FourThought Financial first reported a position in IVV in Q4 2020 and has held it in 8 quarters since. The position peaked at $1M in Q2 2021. 2,502 funds tracked by Wall St. Rank hold IVV as of Q3 2022.

FourThought Financial held 1,370 shares of iShares Core S&P 500 ETF worth $491K as of Q3 2022.
FourThought Financial sold 116 iShares Core S&P 500 ETF shares in Q3 2022, an estimated $46.3K.
iShares Core S&P 500 ETF made up 0.07% of FourThought Financial's portfolio in Q3 2022, its #179 holding.
FourThought Financial first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's iShares Core S&P 500 ETF position peaked at $1M in Q2 2021.
2,502 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.