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

Harvest Fund 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
2022 Q2	–	Sell	-1,805	Closed	-$818K	–	734
2022 Q1	$818K	Buy	+1,805	New	+$807K	0.17%	57
2021 Q2	–	Sell	-2,000	Closed	-$795K	–	806
2021 Q1	$795K	Hold	2,000	–	–	0.08%	60
2020 Q4	$750K	Hold	2,000	–	–	0.06%	60
2020 Q3	$681K	Hold	2,000	–	–	0.06%	65
2020 Q2	$623K	Buy	+2,000	New	+$587K	0.06%	57
2018 Q3	–	Sell	-2,514	Closed	-$686K	–	451
2018 Q2	$686K	Sell	2,514 -1,464	-37%	-$398K	0.11%	39
2018 Q1	$1.05M	Buy	3,978 +773	+24%	+$213K	0.17%	30
2017 Q4	$862K	Buy	+3,205	New	+$839K	0.14%	38

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

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

Harvest Fund Management's IVV Position: Q2 2022 in Review

Harvest Fund Management sold out of iShares Core S&P 500 ETF (IVV) in Q2 2022, closing a stake of 1,805 shares — an estimated $818K sold.

Harvest Fund Management first reported a position in IVV in Q4 2017 and held it in 8 quarters. The position peaked at $1.05M in Q1 2018. 2,525 funds tracked by Wall St. Rank hold IVV as of Q2 2022.

Harvest Fund Management reported no remaining iShares Core S&P 500 ETF position as of Q2 2022 after selling out during the quarter.
Harvest Fund Management sold 1,805 iShares Core S&P 500 ETF shares in Q2 2022, an estimated $818K.
Harvest Fund Management first reported a position in iShares Core S&P 500 ETF in Q4 2017 and held it in 8 quarters.
Harvest Fund Management's iShares Core S&P 500 ETF position peaked at $1.05M in Q1 2018.
2,525 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2022.

Based on Harvest Fund Management's 13F filing for Q2 2022, filed 11 Aug 2022.