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Oxler Private Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Oxler Private Wealth’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 		– Sell
-197
Closed -$92.7K – 227
2022
Q3 		$92.7K Buy
197
+1
+0.5% +$399 0.05% 146
2022
Q2 		$74.7K Buy
+196
New +$80.6K 0.04% 135

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
Bank of America
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Oxler Private Wealth's IVV Position: Q4 2022 in Review

Oxler Private Wealth sold out of iShares Core S&P 500 ETF (IVV) in Q4 2022, closing a stake of 197 shares — an estimated $92.7K sold.

Oxler Private Wealth first reported a position in IVV in Q2 2022 and held it in 2 quarters. The position peaked at $92.7K in Q3 2022. 2,681 funds tracked by Wall St. Rank hold IVV as of Q4 2022.

  • Oxler Private Wealth reported no remaining iShares Core S&P 500 ETF position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 197 iShares Core S&P 500 ETF shares in Q4 2022, an estimated $92.7K.
  • Oxler Private Wealth first reported a position in iShares Core S&P 500 ETF in Q2 2022 and held it in 2 quarters.
  • Oxler Private Wealth's iShares Core S&P 500 ETF position peaked at $92.7K in Q3 2022.
  • 2,681 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.