Olympiad Research’s iShares Core S&P 500 ETF IVV Stock Holding History

Olympiad Research’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 Q3	–	Sell	-1,441	Closed	-$546K	–	294
2022 Q2	$546K	Sell	1,441 -4,259	-75%	-$1.75M	0.25%	111
2022 Q1	$2.59M	Sell	5,700 -1,370	-19%	-$613K	0.79%	38
2021 Q4	$3.37M	Buy	7,070 +1,528	+28%	+$704K	1.22%	15
2021 Q3	$2.39M	Buy	5,542 +3,073	+124%	+$1.36M	0.73%	61
2021 Q2	$1.06M	Buy	2,469 +1,913	+344%	+$801K	0.37%	93
2021 Q1	$221K	Buy	+556	New	+$215K	0.09%	157
2020 Q4	–	Sell	-8,927	Closed	-$3M	–	243
2020 Q3	$3M	Buy	8,927 +7,247	+431%	+$2.41M	1.53%	10
2020 Q2	$520K	Sell	1,680 -1,614	-49%	-$474K	0.37%	39
2020 Q1	$851K	Buy	+3,294	New	+$1.01M	0.86%	15

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Olympiad Research's IVV Position: Q3 2022 in Review

Olympiad Research sold out of iShares Core S&P 500 ETF (IVV) in Q3 2022, closing a stake of 1,441 shares — an estimated $546K sold.

Olympiad Research first reported a position in IVV in Q1 2020 and held it in 9 quarters. The position peaked at $3.37M in Q4 2021. 2,501 funds tracked by Wall St. Rank hold IVV as of Q3 2022.

Olympiad Research reported no remaining iShares Core S&P 500 ETF position as of Q3 2022 after selling out during the quarter.
Olympiad Research sold 1,441 iShares Core S&P 500 ETF shares in Q3 2022, an estimated $546K.
Olympiad Research first reported a position in iShares Core S&P 500 ETF in Q1 2020 and held it in 9 quarters.
Olympiad Research's iShares Core S&P 500 ETF position peaked at $3.37M in Q4 2021.
2,501 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2022.

Based on Olympiad Research's 13F filing for Q3 2022, filed 7 Nov 2022.