Impax Asset Management Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Impax Asset Management Group’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
2023 Q2	–	Sell	-4,804	Closed	-$1.97M	–	393
2023 Q1	$1.97M	Buy	+4,804	New	+$1.93M	0.01%	233
2020 Q1	–	Sell	-6,375	Closed	-$2.06M	–	285
2019 Q4	$2.06M	Sell	6,375 -26,598	-81%	-$8.23M	0.02%	196
2019 Q3	$9.84M	Buy	32,973 +24,346	+282%	+$7.24M	0.13%	108
2019 Q2	$2.54M	Sell	8,627 -9,760	-53%	-$2.83M	0.03%	178
2019 Q1	$5.23M	Sell	18,387 -431	-2%	-$118K	0.07%	154
2018 Q4	$4.74M	Buy	18,818 +15,416	+453%	+$4.19M	0.08%	157
2018 Q3	$996K	Buy	+3,402	New	+$976K	0.01%	218

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Impax Asset Management Group's IVV Position: Q2 2023 in Review

Impax Asset Management Group sold out of iShares Core S&P 500 ETF (IVV) in Q2 2023, closing a stake of 4,804 shares — an estimated $1.97M sold.

Impax Asset Management Group first reported a position in IVV in Q3 2018 and held it in 7 quarters. The position peaked at $9.84M in Q3 2019. 2,719 funds tracked by Wall St. Rank hold IVV as of Q2 2023.

Impax Asset Management Group reported no remaining iShares Core S&P 500 ETF position as of Q2 2023 after selling out during the quarter.
Impax Asset Management Group sold 4,804 iShares Core S&P 500 ETF shares in Q2 2023, an estimated $1.97M.
Impax Asset Management Group first reported a position in iShares Core S&P 500 ETF in Q3 2018 and held it in 7 quarters.
Impax Asset Management Group's iShares Core S&P 500 ETF position peaked at $9.84M in Q3 2019.
2,719 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2023.

Based on Impax Asset Management Group's 13F filing for Q2 2023, filed 7 Aug 2023.