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

Hoover 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
2021 Q2	$960K	Buy	2,233 +16	+0.7%	+$6.7K	0.17%	57
2021 Q1	$922K	Buy	2,217 +153	+7%	+$59.2K	0.17%	53
2020 Q4	$784K	Buy	2,064 +278	+16%	+$99K	0.2%	45
2020 Q3	$600K	Sell	1,786 -31	-2%	-$10.3K	0.2%	45
2020 Q2	$563K	Sell	1,817 -13	-0.7%	-$3.82K	0.22%	43
2020 Q1	$473K	Sell	1,830 -467	-20%	-$143K	0.26%	37
2019 Q4	$743K	Buy	2,297 +56	+2%	+$17.3K	0.36%	35
2019 Q3	$669K	Buy	2,241 +546	+32%	+$162K	0.6%	20
2019 Q2	$499K	Buy	1,695 +1	+0.1%	+$290	0.46%	29
2019 Q1	$482K	Hold	1,694	–	–	0.46%	29
2018 Q4	$426K	Buy	+1,694	New	+$460K	0.47%	32

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Hoover Financial Advisors's IVV Position: Q2 2021 in Review

Hoover Financial Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.72% in Q2 2021, buying an estimated $6.7K and bringing the position to 2,233 shares worth $960K. The position accounts for 0.17% of the portfolio, ranked #57.

Hoover Financial Advisors first reported a position in IVV in Q4 2018 and has held it in 11 quarters since. 2,248 funds tracked by Wall St. Rank hold IVV as of Q2 2021.

Hoover Financial Advisors held 2,233 shares of iShares Core S&P 500 ETF worth $960K as of Q2 2021.
Hoover Financial Advisors bought 16 iShares Core S&P 500 ETF shares in Q2 2021, an estimated $6.7K.
iShares Core S&P 500 ETF made up 0.17% of Hoover Financial Advisors's portfolio in Q2 2021, its #57 holding.
Hoover Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 11 quarters since.
2,248 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.