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Hatton Consulting’s iShares Core S&P 500 ETF IVV Stock Holding History

Hatton Consulting’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
Q3 		$1.47M Hold
3,410
– – 1.09% 16
2021
Q2 		$1.47M Sell
3,410
-195
-5% -$81.7K 1.15% 16
2021
Q1 		$1.43M Buy
+3,605
New +$1.4M 1.32% 15

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Hatton Consulting's IVV Position: Q3 2021 in Review

Hatton Consulting held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2021 at 3,410 shares worth $1.47M. The position accounts for 1.09% of the portfolio, ranked #16.

Hatton Consulting first reported a position in IVV in Q1 2021 and has held it in 3 quarters since. 2,260 funds tracked by Wall St. Rank hold IVV as of Q3 2021.

  • Hatton Consulting held 3,410 shares of iShares Core S&P 500 ETF worth $1.47M as of Q3 2021.
  • Hatton Consulting left its iShares Core S&P 500 ETF share count unchanged in Q3 2021.
  • iShares Core S&P 500 ETF made up 1.09% of Hatton Consulting's portfolio in Q3 2021, its #16 holding.
  • Hatton Consulting first reported a position in iShares Core S&P 500 ETF in Q1 2021 and has held it in 3 quarters since.
  • 2,260 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2021.

Based on Hatton Consulting's 13F filing for Q3 2021, filed 14 Oct 2021.