Integer Wealth Advisors Group’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
IMCOOI
Integer Wealth Advisors Group's IVV Position: Q1 2021 in Review
Integer Wealth Advisors Group increased its iShares Core S&P 500 ETF (IVV) stake by 359% in Q1 2021, buying an estimated $6.2M and bringing the position to 20,479 shares worth $8.46M. The position accounts for 4.61% of the portfolio, ranked #6.
Integer Wealth Advisors Group first reported a position in IVV in Q4 2020 and has held it in 2 quarters since. 2,206 funds tracked by Wall St. Rank hold IVV as of Q1 2021.
- Integer Wealth Advisors Group held 20,479 shares of iShares Core S&P 500 ETF worth $8.46M as of Q1 2021.
- Integer Wealth Advisors Group bought 16,022 iShares Core S&P 500 ETF shares in Q1 2021, an estimated $6.2M.
- iShares Core S&P 500 ETF made up 4.61% of Integer Wealth Advisors Group's portfolio in Q1 2021, its #6 holding.
- Integer Wealth Advisors Group first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 2 quarters since.
- 2,206 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2021.
Based on Integer Wealth Advisors Group's 13F filing for Q1 2021, filed 12 Apr 2021.