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Ground Swell Capital’s iShares Core S&P 500 ETF IVV Stock Holding History

Ground Swell Capital’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
Q1 		– Sell
-1,744
Closed -$655K – 115
2020
Q4 		$655K Buy
+1,744
New +$621K 2.51% 8

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ground Swell Capital's IVV Position: Q1 2021 in Review

Ground Swell Capital sold out of iShares Core S&P 500 ETF (IVV) in Q1 2021, closing a stake of 1,744 shares — an estimated $655K sold.

Ground Swell Capital first reported a position in IVV in Q4 2020 and held it in 1 quarter. The position peaked at $655K in Q4 2020. 2,205 funds tracked by Wall St. Rank hold IVV as of Q1 2021.

  • Ground Swell Capital reported no remaining iShares Core S&P 500 ETF position as of Q1 2021 after selling out during the quarter.
  • Ground Swell Capital sold 1,744 iShares Core S&P 500 ETF shares in Q1 2021, an estimated $655K.
  • Ground Swell Capital first reported a position in iShares Core S&P 500 ETF in Q4 2020 and held it in 1 quarter.
  • Ground Swell Capital's iShares Core S&P 500 ETF position peaked at $655K in Q4 2020.
  • 2,205 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2021.

Based on Ground Swell Capital's 13F filing for Q1 2021, filed 30 Apr 2021.