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Klein Pavlis & Peasley Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

Klein Pavlis & Peasley Financial’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
2024
Q2 		– Sell
-436
Closed -$229K – 81
2024
Q1 		$229K Buy
+436
New +$218K 0.21% 70

Other funds holding IVV

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Klein Pavlis & Peasley Financial's IVV Position: Q2 2024 in Review

Klein Pavlis & Peasley Financial sold out of iShares Core S&P 500 ETF (IVV) in Q2 2024, closing a stake of 436 shares — an estimated $229K sold.

Klein Pavlis & Peasley Financial first reported a position in IVV in Q1 2024 and held it in 1 quarter. The position peaked at $229K in Q1 2024. 3,117 funds tracked by Wall St. Rank hold IVV as of Q2 2024.

  • Klein Pavlis & Peasley Financial reported no remaining iShares Core S&P 500 ETF position as of Q2 2024 after selling out during the quarter.
  • Klein Pavlis & Peasley Financial sold 436 iShares Core S&P 500 ETF shares in Q2 2024, an estimated $229K.
  • Klein Pavlis & Peasley Financial first reported a position in iShares Core S&P 500 ETF in Q1 2024 and held it in 1 quarter.
  • Klein Pavlis & Peasley Financial's iShares Core S&P 500 ETF position peaked at $229K in Q1 2024.
  • 3,117 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2024.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q2 2024, filed 26 Jul 2024.