Keystone Wealth Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Keystone Wealth Partners’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	$30.8M	Buy	67,973 +5,262	+8%	+$2.35M	14.41%	2
2021 Q4	$29.9M	Buy	62,711 +4,836	+8%	+$2.23M	13.21%	2
2021 Q3	$24.9M	Buy	57,875 +3,620	+7%	+$1.6M	13.74%	2
2021 Q2	$23.3M	Buy	54,255 +6,827	+14%	+$2.86M	13.92%	2
2021 Q1	$18.9M	Buy	47,428 +3,554	+8%	+$1.38M	12.7%	2
2020 Q4	$16.5M	Buy	+43,874	New	+$15.6M	13.07%	2

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

Keystone Wealth Partners's IVV Position: Q1 2022 in Review

Keystone Wealth Partners increased its iShares Core S&P 500 ETF (IVV) stake by 8.4% in Q1 2022, buying an estimated $2.35M and bringing the position to 67,973 shares worth $30.8M. The position accounts for 14.41% of the portfolio, ranked #2.

Keystone Wealth Partners first reported a position in IVV in Q4 2020 and has held it in 6 quarters since. 2,584 funds tracked by Wall St. Rank hold IVV as of Q1 2022.

Keystone Wealth Partners held 67,973 shares of iShares Core S&P 500 ETF worth $30.8M as of Q1 2022.
Keystone Wealth Partners bought 5,262 iShares Core S&P 500 ETF shares in Q1 2022, an estimated $2.35M.
iShares Core S&P 500 ETF made up 14.41% of Keystone Wealth Partners's portfolio in Q1 2022, its #2 holding.
Keystone Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 6 quarters since.
2,584 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2022.

Based on Keystone Wealth Partners's 13F filing for Q1 2022, filed 29 Apr 2022.