FRG Family Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

FRG Family Wealth Advisors’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
2024 Q2	–	Sell	-18	Closed	-$9.08K	–	250
2024 Q1	$9.08K	Buy	+18	New	+$9.01K	﹤0.01%	272
2018 Q1	–	Sell	-900	Closed	-$242K	–	150
2017 Q4	$242K	Hold	900	–	–	0.08%	138
2017 Q3	$228K	Hold	900	–	–	0.08%	134
2017 Q2	$219K	Hold	900	–	–	0.08%	130
2017 Q1	$214K	Hold	900	–	–	0.08%	128
2016 Q4	$202K	Buy	+900	New	+$198K	0.08%	127

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

FRG Family Wealth Advisors's IVV Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of iShares Core S&P 500 ETF (IVV) in Q2 2024, closing a stake of 18 shares — an estimated $9.08K sold.

FRG Family Wealth Advisors first reported a position in IVV in Q4 2016 and held it in 6 quarters. The position peaked at $242K in Q4 2017. 3,116 funds tracked by Wall St. Rank hold IVV as of Q2 2024.

FRG Family Wealth Advisors reported no remaining iShares Core S&P 500 ETF position as of Q2 2024 after selling out during the quarter.
FRG Family Wealth Advisors sold 18 iShares Core S&P 500 ETF shares in Q2 2024, an estimated $9.08K.
FRG Family Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2016 and held it in 6 quarters.
FRG Family Wealth Advisors's iShares Core S&P 500 ETF position peaked at $242K in Q4 2017.
3,116 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.