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McCutchen Group’s iShares Core S&P 500 ETF IVV Stock Holding History

McCutchen Group’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
Q3 		$1.34M Hold
3,732
– – 0.29% 18
2022
Q2 		$1.42M Buy
3,732
+12
+0.3% +$4.94K 0.29% 18
2022
Q1 		$1.69M Buy
3,720
+12
+0.3% +$5.37K 0.29% 18
2021
Q4 		$1.77M Buy
3,708
+26
+0.7% +$12K 0.3% 18
2021
Q3 		$1.59M Hold
3,682
– – 0.29% 18
2021
Q2 		$1.58M Buy
3,682
+1
+0% +$419 0.29% 18
2021
Q1 		$1.46M Buy
3,681
+81
+2% +$31.4K 0.29% 18
2020
Q4 		$1.35M Buy
3,600
+2
+0.1% +$712 0.29% 18
2020
Q3 		$1.21M Buy
3,598
+3
+0.1% +$998 0.3% 19
2020
Q2 		$1.11M Buy
3,595
+8
+0.2% +$2.35K 0.3% 19
2020
Q1 		$927K Hold
3,587
– – 0.29% 19
2019
Q4 		$1.16M Buy
3,587
+35
+1% +$10.8K 0.32% 18
2019
Q3 		$1.06M Hold
3,552
– – 0.31% 18
2019
Q2 		$1.05M Buy
3,552
+21
+0.6% +$6.09K 0.32% 18
2019
Q1 		$1M Sell
3,531
-300
-8% -$82K 0.33% 18
2018
Q4 		$965K Buy
3,831
+40
+1% +$10.9K 0.36% 19
2018
Q3 		$1.11M Buy
3,791
+17
+0.5% +$4.88K 0.36% 16
2018
Q2 		$1.03M Hold
3,774
– – 0.35% 16
2018
Q1 		$1M Buy
3,774
+18
+0.5% +$4.95K 0.35% 17
2017
Q4 		$1.01M Buy
3,756
+36
+1% +$9.43K 0.35% 16
2017
Q3 		$941K Sell
3,720
-60
-2% -$14.9K 0.33% 16
2017
Q2 		$920K Buy
3,780
+515
+16% +$124K 0.35% 16
2017
Q1 		$775K Sell
3,265
-484
-13% -$113K 0.31% 15
2016
Q4 		$844K Sell
3,749
-214
-5% -$47K 0.36% 14
2016
Q3 		$862K Hold
3,963
– – 0.36% 14
2016
Q2 		$834K Sell
3,963
-1,300
-25% -$271K 0.38% 14
2016
Q1 		$1.09M Buy
5,263
+64
+1% +$12.6K 0.52% 14
2015
Q4 		$1.06M Sell
5,199
-450
-8% -$93K 0.54% 15
2015
Q3 		$1.09M Sell
5,649
-462
-8% -$94.3K 0.55% 14
2015
Q2 		$1.27M Buy
+6,111
New +$1.29M 0.59% 14

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

McCutchen Group's IVV Position: Q3 2022 in Review

McCutchen Group held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2022 at 3,732 shares worth $1.34M. The position accounts for 0.29% of the portfolio, ranked #18.

McCutchen Group first reported a position in IVV in Q2 2015 and has held it in 30 quarters since. The position peaked at $1.77M in Q4 2021. 2,501 funds tracked by Wall St. Rank hold IVV as of Q3 2022.

  • McCutchen Group held 3,732 shares of iShares Core S&P 500 ETF worth $1.34M as of Q3 2022.
  • McCutchen Group left its iShares Core S&P 500 ETF share count unchanged in Q3 2022.
  • iShares Core S&P 500 ETF made up 0.29% of McCutchen Group's portfolio in Q3 2022, its #18 holding.
  • McCutchen Group first reported a position in iShares Core S&P 500 ETF in Q2 2015 and has held it in 30 quarters since.
  • McCutchen Group's iShares Core S&P 500 ETF position peaked at $1.77M in Q4 2021.
  • 2,501 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2022.

Based on McCutchen Group's 13F filing for Q3 2022, filed 2 Nov 2022.