Nauset Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Nauset Wealth Management's IVV Position: Q1 2022 in Review
Nauset Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 36% in Q1 2022, buying an estimated $1.83M and bringing the position to 15,538 shares worth $7.05M. The position accounts for 5.61% of the portfolio, ranked #4.
Nauset Wealth Management first reported a position in IVV in Q4 2021 and has held it in 2 quarters since. 2,584 funds tracked by Wall St. Rank hold IVV as of Q1 2022.
- Nauset Wealth Management held 15,538 shares of iShares Core S&P 500 ETF worth $7.05M as of Q1 2022.
- Nauset Wealth Management bought 4,091 iShares Core S&P 500 ETF shares in Q1 2022, an estimated $1.83M.
- iShares Core S&P 500 ETF made up 5.61% of Nauset Wealth Management's portfolio in Q1 2022, its #4 holding.
- Nauset Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 2 quarters since.
- 2,584 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2022.
Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.