IAM Advisory’s iShares Core S&P 500 ETF IVV Stock Holding History

IAM Advisory’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 Q3	–	Sell	-42,781	Closed	-$18.4M	–	89
2021 Q2	$18.4M	Buy	+42,781	New	+$17.9M	2.42%	12

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

IAM Advisory's IVV Position: Q3 2021 in Review

IAM Advisory sold out of iShares Core S&P 500 ETF (IVV) in Q3 2021, closing a stake of 42,781 shares — an estimated $18.4M sold.

IAM Advisory first reported a position in IVV in Q2 2021 and held it in 1 quarter. The position peaked at $18.4M in Q2 2021. 2,260 funds tracked by Wall St. Rank hold IVV as of Q3 2021.

IAM Advisory reported no remaining iShares Core S&P 500 ETF position as of Q3 2021 after selling out during the quarter.
IAM Advisory sold 42,781 iShares Core S&P 500 ETF shares in Q3 2021, an estimated $18.4M.
IAM Advisory first reported a position in iShares Core S&P 500 ETF in Q2 2021 and held it in 1 quarter.
IAM Advisory's iShares Core S&P 500 ETF position peaked at $18.4M in Q2 2021.
2,260 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2021.

Based on IAM Advisory's 13F filing for Q3 2021, filed 14 Oct 2021.