Landsberg Bennett & Dubbaneh’s iShares Core S&P 500 ETF IVV Stock Holding History

Landsberg Bennett & Dubbaneh’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
2021 Q3	$1.43M	Buy	3,277 +234	+8%	+$104K	0.18%	111
2021 Q2	$1.31M	Buy	3,043 +248	+9%	+$104K	0.17%	115
2021 Q1	$1.12M	Buy	2,795 +358	+15%	+$139K	0.16%	112
2020 Q4	$915K	Buy	2,437 +213	+10%	+$75.8K	0.14%	114
2020 Q3	$742K	Buy	2,224 +51	+2%	+$17K	0.13%	123
2020 Q2	$664K	Buy	2,173 +93	+4%	+$27.3K	0.14%	127
2020 Q1	$525K	Buy	2,080 +487	+31%	+$149K	0.15%	108
2019 Q4	$514K	Buy	1,593 +101	+7%	+$31.3K	0.12%	151
2019 Q3	$443K	Buy	1,492 +26	+2%	+$7.73K	0.12%	148
2019 Q2	$436K	Buy	1,466 +156	+12%	+$45.2K	0.11%	155
2019 Q1	$378K	Buy	1,310 +492	+60%	+$135K	0.09%	169
2018 Q4	$206K	Buy	+818	New	+$222K	0.08%	184

Other funds holding IVV

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Landsberg Bennett & Dubbaneh's IVV Position: Q3 2021 in Review

Landsberg Bennett & Dubbaneh increased its iShares Core S&P 500 ETF (IVV) stake by 7.7% in Q3 2021, buying an estimated $104K and bringing the position to 3,277 shares worth $1.43M. The position accounts for 0.18% of the portfolio, ranked #111.

Landsberg Bennett & Dubbaneh first reported a position in IVV in Q4 2018 and has held it in 12 quarters since. 2,259 funds tracked by Wall St. Rank hold IVV as of Q3 2021.

Landsberg Bennett & Dubbaneh held 3,277 shares of iShares Core S&P 500 ETF worth $1.43M as of Q3 2021.
Landsberg Bennett & Dubbaneh bought 234 iShares Core S&P 500 ETF shares in Q3 2021, an estimated $104K.
iShares Core S&P 500 ETF made up 0.18% of Landsberg Bennett & Dubbaneh's portfolio in Q3 2021, its #111 holding.
Landsberg Bennett & Dubbaneh first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 12 quarters since.
2,259 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2021.

Based on Landsberg Bennett & Dubbaneh's 13F filing for Q3 2021, filed 29 Oct 2021.