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

HYA 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	$3.95M	Buy	10,412 +571	+6%	+$235K	1.55%	22
2022 Q1	$4.46M	Buy	9,841 +1,525	+18%	+$682K	1.55%	22
2021 Q4	$3.97M	Buy	8,316 +294	+4%	+$135K	1.42%	21
2021 Q3	$3.5M	Sell	8,022 -464	-5%	-$206K	1.41%	24
2021 Q2	$3.65M	Buy	8,486 +396	+5%	+$166K	1.53%	22
2021 Q1	$3.22M	Buy	8,090 +1,066	+15%	+$413K	1.52%	21
2020 Q4	$2.64M	Buy	7,024 +659	+10%	+$235K	1.4%	20
2020 Q3	$2.14M	Buy	6,365 +701	+12%	+$233K	1.29%	21
2020 Q2	$1.75M	Buy	5,664 +215	+4%	+$63.1K	1.15%	22
2020 Q1	$1.41M	Buy	5,449 +1,448	+36%	+$444K	1.16%	22
2019 Q4	$1.29M	Buy	+4,001	New	+$1.24M	0.83%	26

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

HYA Advisors's IVV Position: Q2 2022 in Review

HYA Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 5.8% in Q2 2022, buying an estimated $235K and bringing the position to 10,412 shares worth $3.95M. The position accounts for 1.55% of the portfolio, ranked #22.

HYA Advisors first reported a position in IVV in Q4 2019 and has held it in 11 quarters since. The position peaked at $4.46M in Q1 2022. 2,525 funds tracked by Wall St. Rank hold IVV as of Q2 2022.

HYA Advisors held 10,412 shares of iShares Core S&P 500 ETF worth $3.95M as of Q2 2022.
HYA Advisors bought 571 iShares Core S&P 500 ETF shares in Q2 2022, an estimated $235K.
iShares Core S&P 500 ETF made up 1.55% of HYA Advisors's portfolio in Q2 2022, its #22 holding.
HYA Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 11 quarters since.
HYA Advisors's iShares Core S&P 500 ETF position peaked at $4.46M in Q1 2022.
2,525 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2022.

Based on HYA Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.