Minot Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Minot Wealth 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	$805K	Sell	2,123 -585	-22%	-$241K	0.21%	86
2022 Q1	$1.23M	Buy	2,708 +319	+13%	+$143K	0.26%	71
2021 Q4	$1.14M	Sell	2,389 -115	-5%	-$53K	0.22%	80
2021 Q3	$1.08M	Buy	2,504 +78	+3%	+$34.6K	0.23%	82
2021 Q2	$1.06M	Buy	2,426 +1,260	+108%	+$528K	0.23%	84
2021 Q1	$464K	Buy	1,166 +131	+13%	+$50.7K	0.12%	124
2020 Q4	$389K	Buy	1,035 +55	+6%	+$19.6K	0.12%	112
2020 Q3	$329K	Hold	980	–	–	0.12%	109
2020 Q2	$303K	Buy	+980	New	+$288K	0.15%	93

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 $424B AUM 22.94% 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

Minot Wealth Management's IVV Position: Q2 2022 in Review

Minot Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 22% in Q2 2022, selling an estimated $241K and leaving 2,123 shares worth $805K. The position accounts for 0.21% of the portfolio, ranked #86.

Minot Wealth Management first reported a position in IVV in Q2 2020 and has held it in 9 quarters since. The position peaked at $1.23M in Q1 2022. 2,526 funds tracked by Wall St. Rank hold IVV as of Q2 2022.

Minot Wealth Management held 2,123 shares of iShares Core S&P 500 ETF worth $805K as of Q2 2022.
Minot Wealth Management sold 585 iShares Core S&P 500 ETF shares in Q2 2022, an estimated $241K.
iShares Core S&P 500 ETF made up 0.21% of Minot Wealth Management's portfolio in Q2 2022, its #86 holding.
Minot Wealth Management first reported a position in iShares Core S&P 500 ETF in Q2 2020 and has held it in 9 quarters since.
Minot Wealth Management's iShares Core S&P 500 ETF position peaked at $1.23M in Q1 2022.
2,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.