HC Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

HC Financial Advisors’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	$284K	Buy	748 +644	+619%	+$265K	0.19%	72
2022 Q1	$47K	Buy	104 +4	+4%	+$1.79K	0.03%	138
2021 Q4	$48K	Buy	100 +79	+376%	+$36.4K	0.03%	142
2021 Q3	$9K	Sell	21 -30	-59%	-$13.3K	0.01%	247
2021 Q2	$22K	Sell	51 -235	-82%	-$98.4K	0.01%	181
2021 Q1	$114K	Sell	286 -210	-42%	-$81.3K	0.07%	95
2020 Q4	$186K	Buy	+496	New	+$177K	0.12%	81
2018 Q4	–	Sell	-751	Closed	-$220K	–	41
2018 Q3	$220K	Hold	751	–	–	0.19%	64
2018 Q2	$205K	Buy	+751	New	+$204K	0.2%	66
2018 Q1	–	Sell	-751	Closed	-$202K	–	72
2017 Q4	$202K	Buy	+751	New	+$197K	0.2%	69

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

HC Financial Advisors's IVV Position: Q2 2022 in Review

HC Financial Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 619% in Q2 2022, buying an estimated $265K and bringing the position to 748 shares worth $284K. The position accounts for 0.19% of the portfolio, ranked #72.

HC Financial Advisors first reported a position in IVV in Q4 2017 and has held it in 10 quarters since. 2,526 funds tracked by Wall St. Rank hold IVV as of Q2 2022.

HC Financial Advisors held 748 shares of iShares Core S&P 500 ETF worth $284K as of Q2 2022.
HC Financial Advisors bought 644 iShares Core S&P 500 ETF shares in Q2 2022, an estimated $265K.
iShares Core S&P 500 ETF made up 0.19% of HC Financial Advisors's portfolio in Q2 2022, its #72 holding.
HC Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 10 quarters since.
2,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.