McCarthy Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

McCarthy Asset 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
2022 Q2	–	Sell	-53	Closed	-$24K	–	155
2022 Q1	$24K	Hold	53	–	–	0.02%	124
2021 Q4	$25K	Hold	53	–	–	0.02%	129
2021 Q3	$23K	Hold	53	–	–	0.02%	134
2021 Q2	$23K	Hold	53	–	–	0.02%	152
2021 Q1	$21K	Hold	53	–	–	0.02%	146
2020 Q4	$20K	Buy	+53	New	+$18.9K	0.02%	141

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

McCarthy Asset Management's IVV Position: Q2 2022 in Review

McCarthy Asset Management sold out of iShares Core S&P 500 ETF (IVV) in Q2 2022, closing a stake of 53 shares — an estimated $24K sold.

McCarthy Asset Management first reported a position in IVV in Q4 2020 and held it in 6 quarters. The position peaked at $25K in Q4 2021. 2,525 funds tracked by Wall St. Rank hold IVV as of Q2 2022.

McCarthy Asset Management reported no remaining iShares Core S&P 500 ETF position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 53 iShares Core S&P 500 ETF shares in Q2 2022, an estimated $24K.
McCarthy Asset Management first reported a position in iShares Core S&P 500 ETF in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's iShares Core S&P 500 ETF position peaked at $25K in Q4 2021.
2,525 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.