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

Gilfoyle 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
2023 Q3	–	Sell	-10	Closed	-$4.5K	–	8
2023 Q2	$4.5K	Buy	10 +3	+43%	+$1.26K	23.25%	2
2023 Q1	$2.5K	Buy	+7	New	+$2.81K	33.33%	2

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

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

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

Gilfoyle Management's IVV Position: Q3 2023 in Review

Gilfoyle Management sold out of iShares Core S&P 500 ETF (IVV) in Q3 2023, closing a stake of 10 shares — an estimated $4.5K sold.

Gilfoyle Management first reported a position in IVV in Q1 2023 and held it in 2 quarters. The position peaked at $4.5K in Q2 2023. 2,742 funds tracked by Wall St. Rank hold IVV as of Q3 2023.

Gilfoyle Management reported no remaining iShares Core S&P 500 ETF position as of Q3 2023 after selling out during the quarter.
Gilfoyle Management sold 10 iShares Core S&P 500 ETF shares in Q3 2023, an estimated $4.5K.
Gilfoyle Management first reported a position in iShares Core S&P 500 ETF in Q1 2023 and held it in 2 quarters.
Gilfoyle Management's iShares Core S&P 500 ETF position peaked at $4.5K in Q2 2023.
2,742 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2023.

Based on Gilfoyle Management's 13F filing for Q3 2023, filed 10 Oct 2023.