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

Moulton 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
2024 Q3	–	Sell	-376	Closed	-$211K	–	41
2024 Q2	$211K	Buy	+376	New	+$198K	0.19%	30
2024 Q1	–	Sell	-421	Closed	-$201K	–	26
2023 Q4	$201K	Buy	+421	New	+$188K	0.26%	19
2022 Q3	–	Sell	-450	Closed	-$205K	–	14
2022 Q2	$205K	Hold	450	–	–	0.21%	17
2022 Q1	$205K	Buy	450 +2	+0.4%	+$894	0.21%	17
2021 Q4	$215K	Buy	+448	New	+$206K	0.16%	29
2021 Q3	–	Sell	-1,052	Closed	-$452K	–	34
2021 Q2	$452K	Sell	1,052 -3,904	-79%	-$1.64M	0.33%	33
2021 Q1	$2.02M	Sell	4,956 -10,084	-67%	-$3.9M	1.53%	16
2020 Q4	$5.72M	Buy	+15,040	New	+$5.35M	4.6%	6
2020 Q1	–	Sell	-3,012	Closed	-$975K	–	16
2019 Q4	$975K	Buy	+3,012	New	+$932K	0.81%	17

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Moulton Wealth Management's IVV Position: Q3 2024 in Review

Moulton Wealth Management sold out of iShares Core S&P 500 ETF (IVV) in Q3 2024, closing a stake of 376 shares — an estimated $211K sold.

Moulton Wealth Management first reported a position in IVV in Q4 2019 and held it in 9 quarters. The position peaked at $5.72M in Q4 2020. 3,203 funds tracked by Wall St. Rank hold IVV as of Q3 2024.

Moulton Wealth Management reported no remaining iShares Core S&P 500 ETF position as of Q3 2024 after selling out during the quarter.
Moulton Wealth Management sold 376 iShares Core S&P 500 ETF shares in Q3 2024, an estimated $211K.
Moulton Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2019 and held it in 9 quarters.
Moulton Wealth Management's iShares Core S&P 500 ETF position peaked at $5.72M in Q4 2020.
3,203 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2024.

Based on Moulton Wealth Management's 13F filing for Q3 2024, filed 17 Oct 2024.