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

Optimum 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 Q3	–	Sell	-19	Closed	-$8K	–	880
2021 Q2	$8K	Hold	19	–	–	﹤0.01%	775
2021 Q1	$8K	Hold	19	–	–	﹤0.01%	787
2020 Q4	$7K	Hold	19	–	–	﹤0.01%	761
2020 Q3	$6K	Hold	19	–	–	﹤0.01%	749
2020 Q2	$6K	Hold	19	–	–	﹤0.01%	736
2020 Q1	$5K	Buy	+19	New	+$5.82K	﹤0.01%	752
2019 Q1	–	Sell	-100	Closed	-$25K	–	1016
2018 Q4	$25K	Hold	100	–	–	0.01%	607
2018 Q3	$29K	Hold	100	–	–	0.01%	658
2018 Q2	$27K	Hold	100	–	–	0.01%	671
2018 Q1	$27K	Buy	+100	New	+$27.5K	0.01%	650

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Optimum Investment Advisors's IVV Position: Q3 2021 in Review

Optimum Investment Advisors sold out of iShares Core S&P 500 ETF (IVV) in Q3 2021, closing a stake of 19 shares — an estimated $8K sold.

Optimum Investment Advisors first reported a position in IVV in Q1 2018 and held it in 10 quarters. The position peaked at $29K in Q3 2018. 2,258 funds tracked by Wall St. Rank hold IVV as of Q3 2021.

Optimum Investment Advisors reported no remaining iShares Core S&P 500 ETF position as of Q3 2021 after selling out during the quarter.
Optimum Investment Advisors sold 19 iShares Core S&P 500 ETF shares in Q3 2021, an estimated $8K.
Optimum Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2018 and held it in 10 quarters.
Optimum Investment Advisors's iShares Core S&P 500 ETF position peaked at $29K in Q3 2018.
2,258 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2021.

Based on Optimum Investment Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.