Investors Asset Management of Georgia’s iShares Core S&P 500 ETF IVV Stock Holding History

Investors Asset Management of Georgia’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 Q4	–	Sell	-30	Closed	-$11K	–	347
2022 Q3	$11K	Sell	30 -13	-30%	-$5.19K	0.01%	453
2022 Q2	$16K	Buy	+43	New	+$17.7K	0.01%	359

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 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

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

AWA

Arete Wealth Advisors Chicago, Illinois $3.05B AUM 42.78% 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

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

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

Investors Asset Management of Georgia's IVV Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of iShares Core S&P 500 ETF (IVV) in Q4 2022, closing a stake of 30 shares — an estimated $11K sold.

Investors Asset Management of Georgia first reported a position in IVV in Q2 2022 and held it in 2 quarters. The position peaked at $16K in Q2 2022. 2,682 funds tracked by Wall St. Rank hold IVV as of Q4 2022.

Investors Asset Management of Georgia reported no remaining iShares Core S&P 500 ETF position as of Q4 2022 after selling out during the quarter.
Investors Asset Management of Georgia sold 30 iShares Core S&P 500 ETF shares in Q4 2022, an estimated $11K.
Investors Asset Management of Georgia first reported a position in iShares Core S&P 500 ETF in Q2 2022 and held it in 2 quarters.
Investors Asset Management of Georgia's iShares Core S&P 500 ETF position peaked at $16K in Q2 2022.
2,682 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.