Newman & Schimel’s iShares Core S&P 500 ETF IVV Stock Holding History

Newman & Schimel’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
2022 Q4	$2.79M	Buy	7,262 +2,329	+47%	+$899K	1.26%	15
2022 Q3	$1.77M	Buy	4,933 +1,643	+50%	+$656K	0.87%	17
2022 Q2	$1.25M	Buy	3,290 +833	+34%	+$343K	0.6%	18
2022 Q1	$1.11M	Buy	2,457 +79	+3%	+$35.3K	0.73%	16
2021 Q4	$1.13M	Buy	2,378 +480	+25%	+$221K	0.64%	17
2021 Q3	$818K	Buy	1,898 +458	+32%	+$203K	0.51%	19
2021 Q2	$619K	Buy	1,440 +218	+18%	+$91.3K	0.39%	23
2021 Q1	$486K	Buy	1,222 +45	+4%	+$17.4K	0.33%	29
2020 Q4	$442K	Buy	+1,177	New	+$419K	0.37%	31

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Newman & Schimel's IVV Position: Q4 2022 in Review

Newman & Schimel increased its iShares Core S&P 500 ETF (IVV) stake by 47% in Q4 2022, buying an estimated $899K and bringing the position to 7,262 shares worth $2.79M. The position accounts for 1.26% of the portfolio, ranked #15.

Newman & Schimel first reported a position in IVV in Q4 2020 and has held it in 9 quarters since. 2,680 funds tracked by Wall St. Rank hold IVV as of Q4 2022.

Newman & Schimel held 7,262 shares of iShares Core S&P 500 ETF worth $2.79M as of Q4 2022.
Newman & Schimel bought 2,329 iShares Core S&P 500 ETF shares in Q4 2022, an estimated $899K.
iShares Core S&P 500 ETF made up 1.26% of Newman & Schimel's portfolio in Q4 2022, its #15 holding.
Newman & Schimel first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 9 quarters since.
2,680 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2022.

Based on Newman & Schimel's 13F filing for Q4 2022, filed 23 Jan 2023.