Northstar Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Northstar Investment Advisors’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	$5.39M	Buy	+12,239	New	+$5.13M	0.71%	39

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northstar Investment Advisors's IVV Position: Q2 2021 in Review

Northstar Investment Advisors opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2021: 12,239 shares worth $5.39M. The stake represents 0.71% of the portfolio and ranks #39 among its holdings.

2,249 funds tracked by Wall St. Rank hold IVV as of Q2 2021.

Northstar Investment Advisors held 12,239 shares of iShares Core S&P 500 ETF worth $5.39M as of Q2 2021.
iShares Core S&P 500 ETF was a new Northstar Investment Advisors position in Q2 2021.
iShares Core S&P 500 ETF made up 0.71% of Northstar Investment Advisors's portfolio in Q2 2021, its #39 holding.
2,249 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2021.

Based on Northstar Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.