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

Investmark Advisory 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
2022 Q1	–	Sell	-28	Closed	-$13K	–	234
2021 Q4	$13K	Buy	+28	New	+$12.9K	0.01%	260

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

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

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

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

Investmark Advisory Group's IVV Position: Q1 2022 in Review

Investmark Advisory Group sold out of iShares Core S&P 500 ETF (IVV) in Q1 2022, closing a stake of 28 shares — an estimated $13K sold.

Investmark Advisory Group first reported a position in IVV in Q4 2021 and held it in 1 quarter. The position peaked at $13K in Q4 2021. 2,584 funds tracked by Wall St. Rank hold IVV as of Q1 2022.

Investmark Advisory Group reported no remaining iShares Core S&P 500 ETF position as of Q1 2022 after selling out during the quarter.
Investmark Advisory Group sold 28 iShares Core S&P 500 ETF shares in Q1 2022, an estimated $13K.
Investmark Advisory Group first reported a position in iShares Core S&P 500 ETF in Q4 2021 and held it in 1 quarter.
Investmark Advisory Group's iShares Core S&P 500 ETF position peaked at $13K in Q4 2021.
2,584 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.