Karp Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Karp Capital Management’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	-693	Closed	-$249K	–	58
2022 Q3	$249K	Sell	693 -27,672	-98%	-$11M	0.05%	110
2022 Q2	$10.8M	Buy	28,365 +19,606	+224%	+$8.06M	1.9%	10
2022 Q1	$3.97M	Sell	8,759 -355	-4%	-$159K	0.58%	62
2021 Q4	$4.35M	Sell	9,114 -1	-0%	-$461	0.55%	68
2021 Q3	$3.93M	Hold	9,115	–	–	0.55%	71
2021 Q2	$3.92M	Buy	+9,115	New	+$3.82M	0.58%	69
2019 Q1	–	Sell	-4	Closed	-$1K	–	245
2018 Q4	$1K	Buy	+4	New	+$1.09K	﹤0.01%	366
2015 Q1	–	Sell	-120	Closed	-$25K	–	367
2014 Q4	$25K	Buy	+120	New	+$24.3K	0.02%	216

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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 $173B AUM 20.72% 1-Year Est. Return

Karp Capital Management's IVV Position: Q4 2022 in Review

Karp Capital Management sold out of iShares Core S&P 500 ETF (IVV) in Q4 2022, closing a stake of 693 shares — an estimated $249K sold.

Karp Capital Management first reported a position in IVV in Q4 2014 and held it in 8 quarters. The position peaked at $10.8M in Q2 2022. 2,680 funds tracked by Wall St. Rank hold IVV as of Q4 2022.

Karp Capital Management reported no remaining iShares Core S&P 500 ETF position as of Q4 2022 after selling out during the quarter.
Karp Capital Management sold 693 iShares Core S&P 500 ETF shares in Q4 2022, an estimated $249K.
Karp Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2014 and held it in 8 quarters.
Karp Capital Management's iShares Core S&P 500 ETF position peaked at $10.8M in Q2 2022.
2,680 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2022.

Based on Karp Capital Management's 13F filing for Q4 2022.