NWM
IVV icon

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

NEIRG 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
2023
Q3 		– Sell
-1,359
Closed -$606K – 54
2023
Q2 		$606K Buy
1,359
+4
+0.3% +$1.69K 0.11% 94
2023
Q1 		$557K Buy
1,355
+50
+4% +$20K 0.1% 99
2022
Q4 		$501K Hold
1,305
– – 0.09% 105
2022
Q3 		$468K Buy
1,305
+90
+7% +$35.9K 0.09% 105
2022
Q2 		$461K Hold
1,215
– – 0.1% 103
2022
Q1 		$551K Hold
1,215
– – 0.11% 95
2021
Q4 		$580K Buy
+1,215
New +$560K 0.11% 78

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return