MD Financial Management
IVV icon

MD Financial Management’s iShares Core S&P 500 ETF IVV Stock Holding History

MD Financial 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
2021
Q4 		$60.4M Sell
126,523
-84,598
-40% -$39M 1.45% 25
2021
Q3 		$91M Buy
+211,121
New +$93.6M 2.3% 12

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MD Financial Management's IVV Position: Q4 2021 in Review

MD Financial Management reduced its iShares Core S&P 500 ETF (IVV) stake by 40% in Q4 2021, selling an estimated $39M and leaving 126,523 shares worth $60.4M. The position accounts for 1.45% of the portfolio, ranked #25.

MD Financial Management first reported a position in IVV in Q3 2021 and has held it in 2 quarters since. The position peaked at $91M in Q3 2021. 2,614 funds tracked by Wall St. Rank hold IVV as of Q4 2021.

  • MD Financial Management held 126,523 shares of iShares Core S&P 500 ETF worth $60.4M as of Q4 2021.
  • MD Financial Management sold 84,598 iShares Core S&P 500 ETF shares in Q4 2021, an estimated $39M.
  • iShares Core S&P 500 ETF made up 1.45% of MD Financial Management's portfolio in Q4 2021, its #25 holding.
  • MD Financial Management first reported a position in iShares Core S&P 500 ETF in Q3 2021 and has held it in 2 quarters since.
  • MD Financial Management's iShares Core S&P 500 ETF position peaked at $91M in Q3 2021.
  • 2,614 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.