Kiwi Wealth Investments Limited Partnership’s iShares Core S&P 500 ETF IVV Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2023 Q1	–	Sell	-6,546	Closed	-$2.52M	–	197
2022 Q4	$2.52M	Sell	6,546 -6,546	-50%	-$2.53M	0.17%	127
2022 Q3	$4.96M	Hold	13,092	–	–	0.34%	78
2022 Q2	$4.96M	Sell	13,092 -42,375	-76%	-$17.4M	0.34%	78
2022 Q1	$25.2M	Hold	55,467	–	–	1.36%	10
2021 Q4	$26.5M	Buy	55,467 +19,806	+56%	+$9.13M	1.25%	10
2021 Q3	$15.4M	Buy	+35,661	New	+$15.8M	0.78%	28
2015 Q4	–	Sell	-4,570	Closed	-$881K	–	114
2015 Q3	$881K	Hold	4,570	–	–	0.1%	94
2015 Q2	$947K	Hold	4,570	–	–	0.1%	77
2015 Q1	$950K	Hold	4,570	–	–	0.1%	67
2014 Q4	$946K	Hold	4,570	–	–	0.09%	62
2014 Q3	$906K	Hold	4,570	–	–	0.08%	64
2014 Q2	$900K	Sell	4,570 -231	-5%	-$44.2K	0.09%	49
2014 Q1	$903K	Buy	4,801 +231	+5%	+$42.7K	0.11%	42
2013 Q4	$848K	Buy	+4,570	New	+$813K	0.11%	41

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's IVV Position: Q1 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of iShares Core S&P 500 ETF (IVV) in Q1 2023, closing a stake of 6,546 shares — an estimated $2.52M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in IVV in Q4 2013 and held it in 14 quarters. The position peaked at $26.5M in Q4 2021. 2,674 funds tracked by Wall St. Rank hold IVV as of Q1 2023.

Kiwi Wealth Investments Limited Partnership reported no remaining iShares Core S&P 500 ETF position as of Q1 2023 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 6,546 iShares Core S&P 500 ETF shares in Q1 2023, an estimated $2.52M.
Kiwi Wealth Investments Limited Partnership first reported a position in iShares Core S&P 500 ETF in Q4 2013 and held it in 14 quarters.
Kiwi Wealth Investments Limited Partnership's iShares Core S&P 500 ETF position peaked at $26.5M in Q4 2021.
2,674 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q1 2023, filed 16 May 2023.