Hackensack Meridian Health’s iShares Core S&P 500 ETF IVV Stock Holding History

Hackensack Meridian Health’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
2022 Q4	–	Sell	-6,775	Closed	-$2.43M	–	12
2022 Q3	$2.43M	Hold	6,775	–	–	0.33%	9
2022 Q2	$2.57M	Buy	+6,775	New	+$2.79M	0.29%	11

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Hackensack Meridian Health's IVV Position: Q4 2022 in Review

Hackensack Meridian Health sold out of iShares Core S&P 500 ETF (IVV) in Q4 2022, closing a stake of 6,775 shares — an estimated $2.43M sold.

Hackensack Meridian Health first reported a position in IVV in Q2 2022 and held it in 2 quarters. The position peaked at $2.57M in Q2 2022. 2,682 funds tracked by Wall St. Rank hold IVV as of Q4 2022.

Hackensack Meridian Health reported no remaining iShares Core S&P 500 ETF position as of Q4 2022 after selling out during the quarter.
Hackensack Meridian Health sold 6,775 iShares Core S&P 500 ETF shares in Q4 2022, an estimated $2.43M.
Hackensack Meridian Health first reported a position in iShares Core S&P 500 ETF in Q2 2022 and held it in 2 quarters.
Hackensack Meridian Health's iShares Core S&P 500 ETF position peaked at $2.57M in Q2 2022.
2,682 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2022.

Based on Hackensack Meridian Health's 13F filing for Q4 2022, filed 7 Feb 2023.