Lighthouse Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Lighthouse Financial Advisors’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 Q1	$1.7M	Buy	4,282 +109	+3%	+$42.2K	0.52%	58
2020 Q4	$1.57M	Sell	4,173 -566	-12%	-$201K	0.53%	57
2020 Q3	$1.59M	Buy	4,739 +160	+3%	+$53.2K	0.61%	51
2020 Q2	$1.34M	Buy	4,579 +2,925	+177%	+$859K	0.56%	52
2020 Q1	$427K	Sell	1,654 -124	-7%	-$38K	0.26%	61
2019 Q4	$574K	Buy	+1,778	New	+$550K	0.27%	58

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

IMCOOI

Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 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

Lighthouse Financial Advisors's IVV Position: Q1 2021 in Review

Lighthouse Financial Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 2.6% in Q1 2021, buying an estimated $42.2K and bringing the position to 4,282 shares worth $1.7M. The position accounts for 0.52% of the portfolio, ranked #58.

Lighthouse Financial Advisors first reported a position in IVV in Q4 2019 and has held it in 6 quarters since. 2,205 funds tracked by Wall St. Rank hold IVV as of Q1 2021.

Lighthouse Financial Advisors held 4,282 shares of iShares Core S&P 500 ETF worth $1.7M as of Q1 2021.
Lighthouse Financial Advisors bought 109 iShares Core S&P 500 ETF shares in Q1 2021, an estimated $42.2K.
iShares Core S&P 500 ETF made up 0.52% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #58 holding.
Lighthouse Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 6 quarters since.
2,205 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.