Mawer Investment Management
IVV icon

Mawer Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Mawer Investment Management’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
-1,623
Closed -$624K – 108
2022
Q4 		$624K Buy
+1,623
New +$626K ﹤0.01% 108
2016
Q1 		– Sell
-14,100
Closed -$2.89M – 101
2015
Q4 		$2.89M Buy
+14,100
New +$2.91M 0.04% 97

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mawer Investment Management's IVV Position: Q1 2023 in Review

Mawer Investment Management sold out of iShares Core S&P 500 ETF (IVV) in Q1 2023, closing a stake of 1,623 shares — an estimated $624K sold.

Mawer Investment Management first reported a position in IVV in Q4 2015 and held it in 2 quarters. The position peaked at $2.89M in Q4 2015. 2,673 funds tracked by Wall St. Rank hold IVV as of Q1 2023.

  • Mawer Investment Management reported no remaining iShares Core S&P 500 ETF position as of Q1 2023 after selling out during the quarter.
  • Mawer Investment Management sold 1,623 iShares Core S&P 500 ETF shares in Q1 2023, an estimated $624K.
  • Mawer Investment Management first reported a position in iShares Core S&P 500 ETF in Q4 2015 and held it in 2 quarters.
  • Mawer Investment Management's iShares Core S&P 500 ETF position peaked at $2.89M in Q4 2015.
  • 2,673 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2023.

Based on Mawer Investment Management's 13F filing for Q1 2023, filed 5 May 2023.