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Freed Investment Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Freed Investment 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
2021
Q3 		$38.8M Buy
90,048
+2,065
+2% +$915K 29.57% 2
2021
Q2 		$37.8M Sell
87,983
-227
-0.3% -$95.1K 29.35% 2
2021
Q1 		$35.1M Buy
88,210
+3,157
+4% +$1.22M 30.62% 2
2020
Q4 		$31.9M Buy
+85,053
New +$30.3M 29.31% 2

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Freed Investment Group's IVV Position: Q3 2021 in Review

Freed Investment Group increased its iShares Core S&P 500 ETF (IVV) stake by 2.3% in Q3 2021, buying an estimated $915K and bringing the position to 90,048 shares worth $38.8M. The position accounts for 29.57% of the portfolio, ranked #2.

Freed Investment Group first reported a position in IVV in Q4 2020 and has held it in 4 quarters since. 2,258 funds tracked by Wall St. Rank hold IVV as of Q3 2021.

  • Freed Investment Group held 90,048 shares of iShares Core S&P 500 ETF worth $38.8M as of Q3 2021.
  • Freed Investment Group bought 2,065 iShares Core S&P 500 ETF shares in Q3 2021, an estimated $915K.
  • iShares Core S&P 500 ETF made up 29.57% of Freed Investment Group's portfolio in Q3 2021, its #2 holding.
  • Freed Investment Group first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 4 quarters since.
  • 2,258 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2021.

Based on Freed Investment Group's 13F filing for Q3 2021, filed 15 Nov 2021.