KerberRose Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

KerberRose Wealth 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 Q2	$7.03M	Buy	+18,541	New	+$7.63M	5.73%	2

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

KerberRose Wealth Management's IVV Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2022: 18,541 shares worth $7.03M. The stake represents 5.73% of the portfolio and ranks #2 among its holdings.

2,527 funds tracked by Wall St. Rank hold IVV as of Q2 2022.

KerberRose Wealth Management held 18,541 shares of iShares Core S&P 500 ETF worth $7.03M as of Q2 2022.
iShares Core S&P 500 ETF was a new KerberRose Wealth Management position in Q2 2022.
iShares Core S&P 500 ETF made up 5.73% of KerberRose Wealth Management's portfolio in Q2 2022, its #2 holding.
2,527 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.