Momentum Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$238K Hold
619
0.24% 69
2022
Q3
$222K Buy
619
+9
+1% +$3.59K 0.25% 65
2022
Q2
$231K Buy
+610
New +$251K 0.26% 54

Other funds holding IVV

Momentum Advisors's IVV Position: Q4 2022 in Review

Momentum Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q4 2022 at 619 shares worth $238K. The position accounts for 0.24% of the portfolio, ranked #69.

Momentum Advisors first reported a position in IVV in Q2 2022 and has held it in 3 quarters since. 2,680 funds tracked by Wall St. Rank hold IVV as of Q4 2022.

  • Momentum Advisors held 619 shares of iShares Core S&P 500 ETF worth $238K as of Q4 2022.
  • Momentum Advisors left its iShares Core S&P 500 ETF share count unchanged in Q4 2022.
  • iShares Core S&P 500 ETF made up 0.24% of Momentum Advisors's portfolio in Q4 2022, its #69 holding.
  • Momentum Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2022 and has held it in 3 quarters since.
  • 2,680 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2022.

Based on Momentum Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.