JD Financial Services’s iShares Core S&P 500 ETF IVV Stock Holding History

JD Financial Services’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 Q4	$517K	Sell	1,084 -46	-4%	-$21.2K	0.43%	22
2021 Q3	$487K	Sell	1,130 -3	-0.3%	-$1.33K	0.44%	22
2021 Q2	$487K	Sell	1,133 -538	-32%	-$225K	0.45%	22
2021 Q1	$665K	Sell	1,671 -1,379	-45%	-$534K	0.84%	22
2020 Q4	$1.15M	Buy	+3,050	New	+$1.09M	1.25%	12

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

JD Financial Services's IVV Position: Q4 2021 in Review

JD Financial Services reduced its iShares Core S&P 500 ETF (IVV) stake by 4.1% in Q4 2021, selling an estimated $21.2K and leaving 1,084 shares worth $517K. The position accounts for 0.43% of the portfolio, ranked #22.

JD Financial Services first reported a position in IVV in Q4 2020 and has held it in 5 quarters since. The position peaked at $1.15M in Q4 2020. 2,612 funds tracked by Wall St. Rank hold IVV as of Q4 2021.

JD Financial Services held 1,084 shares of iShares Core S&P 500 ETF worth $517K as of Q4 2021.
JD Financial Services sold 46 iShares Core S&P 500 ETF shares in Q4 2021, an estimated $21.2K.
iShares Core S&P 500 ETF made up 0.43% of JD Financial Services's portfolio in Q4 2021, its #22 holding.
JD Financial Services first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 5 quarters since.
JD Financial Services's iShares Core S&P 500 ETF position peaked at $1.15M in Q4 2020.
2,612 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2021.

Based on JD Financial Services's 13F filing for Q4 2021, filed 11 Feb 2022.