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Heritage Wealth Management (Arizona)’s iShares Core S&P 500 ETF IVV Stock Holding History

Heritage Wealth Management (Arizona)’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
2024
Q2 		$7.7M Sell
14,075
-1,876
-12% -$986K 4.27% 5
2024
Q1 		$8.39M Buy
15,951
+1,371
+9% +$686K 4.27% 5
2023
Q4 		$6.96M Buy
+14,580
New +$6.53M 3.77% 5
2022
Q4 		$21.6M Buy
56,157
+30,115
+116% +$11.6M 3.08% 7
2022
Q3 		$9.34M Buy
26,042
+2,693
+12% +$1.08M 3% 7
2022
Q2 		$8.85M Sell
23,349
-743
-3% -$306K 2.95% 6
2022
Q1 		$10.9M Buy
+24,092
New +$10.8M 2.95% 6
2021
Q3 		$7.69M Buy
17,839
+4,070
+30% +$1.8M 2.73% 6
2021
Q2 		$5.92M Buy
13,769
+6,816
+98% +$2.86M 2.24% 7
2021
Q1 		$2.77M Buy
+6,953
New +$2.69M 1.56% 11

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Marshall Wace
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Morgan Stanley
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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return