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

HawsGoodwin Investment 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
2021 Q4	$1.47M	Buy	3,084 +2,990	+3,181%	+$1.38M	0.43%	54
2021 Q3	$40K	Buy	94 +50	+114%	+$22.2K	0.01%	92
2021 Q2	$19K	Hold	44	–	–	0.01%	98
2021 Q1	$18K	Sell	44 -74	-63%	-$28.7K	0.01%	93
2020 Q4	$44K	Sell	118 -252	-68%	-$89.7K	0.01%	87
2020 Q3	$124K	Sell	370 -140	-27%	-$46.6K	0.04%	75
2020 Q2	$157K	Buy	510 +73	+17%	+$21.4K	0.06%	76
2020 Q1	$116K	Buy	437 +361	+475%	+$111K	0.06%	73
2019 Q4	$25K	Buy	+76	New	+$23.5K	0.01%	87

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

HawsGoodwin Investment Management's IVV Position: Q4 2021 in Review

HawsGoodwin Investment Management increased its iShares Core S&P 500 ETF (IVV) stake by 3,181% in Q4 2021, buying an estimated $1.38M and bringing the position to 3,084 shares worth $1.47M. The position accounts for 0.43% of the portfolio, ranked #54.

HawsGoodwin Investment Management first reported a position in IVV in Q4 2019 and has held it in 9 quarters since. 2,612 funds tracked by Wall St. Rank hold IVV as of Q4 2021.

HawsGoodwin Investment Management held 3,084 shares of iShares Core S&P 500 ETF worth $1.47M as of Q4 2021.
HawsGoodwin Investment Management bought 2,990 iShares Core S&P 500 ETF shares in Q4 2021, an estimated $1.38M.
iShares Core S&P 500 ETF made up 0.43% of HawsGoodwin Investment Management's portfolio in Q4 2021, its #54 holding.
HawsGoodwin Investment Management first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 9 quarters since.
2,612 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2021.

Based on HawsGoodwin Investment Management's 13F filing for Q4 2021, filed 9 Feb 2022.