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

Freedman Financial Associates’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
Q2 		– Sell
-1,348
Closed -$618K – 205
2022
Q1 		$618K Buy
1,348
+17
+1% +$7.6K 0.43% 33
2021
Q4 		$635K Hold
1,331
– – 0.43% 31
2021
Q3 		$573K Hold
1,331
– – 0.42% 31
2021
Q2 		$572K Buy
1,331
+77
+6% +$32.3K 0.43% 32
2021
Q1 		$499K Sell
1,254
-30
-2% -$11.6K 0.41% 32
2020
Q4 		$482K Buy
+1,284
New +$457K 0.43% 31

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

Freedman Financial Associates's IVV Position: Q2 2022 in Review

Freedman Financial Associates sold out of iShares Core S&P 500 ETF (IVV) in Q2 2022, closing a stake of 1,348 shares — an estimated $618K sold.

Freedman Financial Associates first reported a position in IVV in Q4 2020 and held it in 6 quarters. The position peaked at $635K in Q4 2021. 2,525 funds tracked by Wall St. Rank hold IVV as of Q2 2022.

  • Freedman Financial Associates reported no remaining iShares Core S&P 500 ETF position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 1,348 iShares Core S&P 500 ETF shares in Q2 2022, an estimated $618K.
  • Freedman Financial Associates first reported a position in iShares Core S&P 500 ETF in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's iShares Core S&P 500 ETF position peaked at $635K in Q4 2021.
  • 2,525 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.