MPS Loria Financial Planners’s iShares Core S&P 500 ETF IVV Stock Holding History

MPS Loria Financial Planners’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 Q2	–	Sell	-111	Closed	-$44K	–	339
2021 Q1	$44K	Sell	111 -1	-0.9%	-$387	0.02%	175
2020 Q4	$41K	Hold	112	–	–	0.02%	176
2020 Q3	$38K	Hold	112	–	–	0.02%	162
2020 Q2	$35K	Buy	+112	New	+$32.9K	0.02%	165
2017 Q3	–	Sell	-548	Closed	-$136K	–	210
2017 Q2	$136K	Buy	+548	New	+$132K	0.09%	97

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

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

MPS Loria Financial Planners's IVV Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of iShares Core S&P 500 ETF (IVV) in Q2 2021, closing a stake of 111 shares — an estimated $44K sold.

MPS Loria Financial Planners first reported a position in IVV in Q2 2017 and held it in 5 quarters. The position peaked at $136K in Q2 2017. 2,248 funds tracked by Wall St. Rank hold IVV as of Q2 2021.

MPS Loria Financial Planners reported no remaining iShares Core S&P 500 ETF position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 111 iShares Core S&P 500 ETF shares in Q2 2021, an estimated $44K.
MPS Loria Financial Planners first reported a position in iShares Core S&P 500 ETF in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's iShares Core S&P 500 ETF position peaked at $136K in Q2 2017.
2,248 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.