Geode Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Geode Capital Management’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 Q4	–	Hold	0	–	–	–	3590
2021 Q3	–	Hold	0	–	–	–	3361
2021 Q2	–	Hold	0	–	–	–	3306
2021 Q1	–	Hold	0	–	–	–	3288
2020 Q4	–	Hold	0	–	–	–	3150
2020 Q3	–	Hold	0	–	–	–	3045
2020 Q2	–	Hold	0	–	–	–	3036
2020 Q1	–	Hold	0	–	–	–	2941
2019 Q3	–	Hold	0	–	–	–	3075
2019 Q2	–	Hold	0	–	–	–	3132
2019 Q1	–	Hold	0	–	–	–	3155
2018 Q4	–	Hold	0	–	–	–	3321
2018 Q3	–	Hold	0	–	–	–	3327
2018 Q1	–	Hold	0	–	–	–	477
2017 Q4	–	Hold	0	–	–	–	1203
2017 Q3	–	Hold	0	–	–	–	537
2017 Q2	–	Hold	0	–	–	–	602
2017 Q1	–	Hold	0	–	–	–	757
2016 Q4	–	Hold	0	–	–	–	1067
2016 Q3	–	Hold	0	–	–	–	1390
2016 Q2	–	Hold	0	–	–	–	2629
2016 Q1	–	Sell	-1,872	Closed	-$367K	–	3105
2015 Q4	$384K	Buy	+1,872	New	+$387K	﹤0.01%	3398

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

Geode Capital Management's IVV Position: Q4 2021 in Review

Geode Capital Management held its iShares Core S&P 500 ETF (IVV) position steady in Q4 2021 at 0 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #3590.

Geode Capital Management first reported a position in IVV in Q4 2015 and has held it in 1 quarter since. The position peaked at $384K in Q4 2015. 2,613 funds tracked by Wall St. Rank hold IVV as of Q4 2021.

Geode Capital Management held 0 shares of iShares Core S&P 500 ETF worth $1.27M as of Q4 2021.
Geode Capital Management left its iShares Core S&P 500 ETF share count unchanged in Q4 2021.
iShares Core S&P 500 ETF made up ﹤0.01% of Geode Capital Management's portfolio in Q4 2021, its #3590 holding.
Geode Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2015 and has held it in 1 quarter since.
Geode Capital Management's iShares Core S&P 500 ETF position peaked at $384K in Q4 2015.
2,613 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2021.

Based on Geode Capital Management's 13F filing for Q4 2021, filed 11 Feb 2022.