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Freedom Wealth Alliance’s iShares Core S&P 500 ETF IVV Stock Holding History

Freedom Wealth Alliance’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
-2,082
Closed -$800K – 254
2022
Q4 		$800K Buy
+2,082
New +$803K 1.13% 12

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Creative Planning
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Freedom Wealth Alliance's IVV Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of iShares Core S&P 500 ETF (IVV) in Q1 2023, closing a stake of 2,082 shares — an estimated $800K sold.

Freedom Wealth Alliance first reported a position in IVV in Q4 2022 and held it in 1 quarter. The position peaked at $800K in Q4 2022. 2,674 funds tracked by Wall St. Rank hold IVV as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining iShares Core S&P 500 ETF position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 2,082 iShares Core S&P 500 ETF shares in Q1 2023, an estimated $800K.
  • Freedom Wealth Alliance first reported a position in iShares Core S&P 500 ETF in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's iShares Core S&P 500 ETF position peaked at $800K in Q4 2022.
  • 2,674 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.