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Monterey Private Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Monterey Private Wealth’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
2020
Q1 		– Sell
-679
Closed -$220K – 74
2019
Q4 		$220K Buy
+679
New +$210K 0.18% 74

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Monterey Private Wealth's IVV Position: Q1 2020 in Review

Monterey Private Wealth sold out of iShares Core S&P 500 ETF (IVV) in Q1 2020, closing a stake of 679 shares — an estimated $220K sold.

Monterey Private Wealth first reported a position in IVV in Q4 2019 and held it in 1 quarter. The position peaked at $220K in Q4 2019. 1,829 funds tracked by Wall St. Rank hold IVV as of Q1 2020.

  • Monterey Private Wealth reported no remaining iShares Core S&P 500 ETF position as of Q1 2020 after selling out during the quarter.
  • Monterey Private Wealth sold 679 iShares Core S&P 500 ETF shares in Q1 2020, an estimated $220K.
  • Monterey Private Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2019 and held it in 1 quarter.
  • Monterey Private Wealth's iShares Core S&P 500 ETF position peaked at $220K in Q4 2019.
  • 1,829 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2020.

Based on Monterey Private Wealth's 13F filing for Q1 2020, filed 24 Feb 2021.