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

Fullen Financial 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
2023 Q1	$392K	Sell	937 -24	-2%	-$9.62K	0.21%	48
2022 Q4	$392K	Buy	961 +1	+0.1%	+$386	0.22%	48
2022 Q3	$372K	Buy	960 +5	+0.5%	+$2K	0.24%	48
2022 Q2	$362K	Buy	955 +3	+0.3%	+$1.23K	0.23%	49
2022 Q1	$432K	Buy	952 +3	+0.3%	+$1.34K	0.25%	46
2021 Q4	$453K	Buy	949 +5	+0.5%	+$2.3K	0.25%	46
2021 Q3	$432K	Buy	944 +4	+0.4%	+$1.77K	0.25%	46
2021 Q2	$404K	Sell	940 -146	-13%	-$61.2K	0.24%	48
2021 Q1	$432K	Buy	1,086 +4	+0.4%	+$1.55K	0.28%	47
2020 Q4	$406K	Buy	1,082 +2	+0.2%	+$712	0.28%	48
2020 Q3	$363K	Buy	1,080 +2	+0.2%	+$666	0.28%	48
2020 Q2	$334K	Buy	+1,078	New	+$317K	0.28%	48

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Fullen Financial Group's IVV Position: Q1 2023 in Review

Fullen Financial Group reduced its iShares Core S&P 500 ETF (IVV) stake by 2.5% in Q1 2023, selling an estimated $9.62K and leaving 937 shares worth $392K. The position accounts for 0.21% of the portfolio, ranked #48.

Fullen Financial Group first reported a position in IVV in Q2 2020 and has held it in 12 quarters since. The position peaked at $453K in Q4 2021. 2,673 funds tracked by Wall St. Rank hold IVV as of Q1 2023.

Fullen Financial Group held 937 shares of iShares Core S&P 500 ETF worth $392K as of Q1 2023.
Fullen Financial Group sold 24 iShares Core S&P 500 ETF shares in Q1 2023, an estimated $9.62K.
iShares Core S&P 500 ETF made up 0.21% of Fullen Financial Group's portfolio in Q1 2023, its #48 holding.
Fullen Financial Group first reported a position in iShares Core S&P 500 ETF in Q2 2020 and has held it in 12 quarters since.
Fullen Financial Group's iShares Core S&P 500 ETF position peaked at $453K in Q4 2021.
2,673 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2023.

Based on Fullen Financial Group's 13F filing for Q1 2023, filed 30 May 2023.