Hayden Royal’s iShares Core S&P 500 ETF IVV Stock Holding History

Hayden Royal’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	$862K	Sell	1,808 -4	-0.2%	-$1.84K	2.02%	11
2021 Q3	$781K	Sell	1,812 -198	-10%	-$87.7K	1.27%	19
2021 Q2	$864K	Buy	2,010 +808	+67%	+$338K	0.48%	57
2021 Q1	$478K	Sell	1,202 -1,464	-55%	-$567K	0.27%	86
2020 Q4	$1M	Sell	2,666 -3,769	-59%	-$1.34M	0.54%	39
2020 Q3	$2.16M	Sell	6,435 -3,052	-32%	-$1.02M	1.15%	22
2020 Q2	$2.94M	Buy	9,487 +2,469	+35%	+$725K	1.65%	10
2020 Q1	$1.81M	Buy	7,018 +218	+3%	+$66.8K	1.07%	22
2019 Q4	$2.3M	Sell	6,800 -1,596	-19%	-$494K	1.16%	18
2019 Q3	$2.51M	Buy	8,396 +1,240	+17%	+$369K	2.21%	4
2019 Q2	$2.15M	Buy	7,156 +1,619	+29%	+$469K	2.29%	6
2019 Q1	$1.58M	Buy	5,537 +4,187	+310%	+$1.14M	2.05%	9
2018 Q4	$340K	Buy	+1,350	New	+$367K	0.17%	130

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

Hayden Royal's IVV Position: Q4 2021 in Review

Hayden Royal reduced its iShares Core S&P 500 ETF (IVV) stake by 0.22% in Q4 2021, selling an estimated $1.84K and leaving 1,808 shares worth $862K. The position accounts for 2.02% of the portfolio, ranked #11.

Hayden Royal first reported a position in IVV in Q4 2018 and has held it in 13 quarters since. The position peaked at $2.94M in Q2 2020. 2,612 funds tracked by Wall St. Rank hold IVV as of Q4 2021.

Hayden Royal held 1,808 shares of iShares Core S&P 500 ETF worth $862K as of Q4 2021.
Hayden Royal sold 4 iShares Core S&P 500 ETF shares in Q4 2021, an estimated $1.84K.
iShares Core S&P 500 ETF made up 2.02% of Hayden Royal's portfolio in Q4 2021, its #11 holding.
Hayden Royal first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 13 quarters since.
Hayden Royal's iShares Core S&P 500 ETF position peaked at $2.94M in Q2 2020.
2,612 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2021.

Based on Hayden Royal's 13F filing for Q4 2021, filed 7 Feb 2022.