Pacific Center for Financial Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Pacific Center for Financial Services’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
2024 Q2	–	Sell	-32	Closed	-$16.8K	–	481
2024 Q1	$16.8K	Hold	32	–	–	﹤0.01%	261
2023 Q4	$15.3K	Hold	32	–	–	﹤0.01%	249
2023 Q3	$13.7K	Sell	32 -43	-57%	-$19.2K	﹤0.01%	263
2023 Q2	$33.4K	Buy	75 +43	+134%	+$18.1K	0.01%	190
2023 Q1	$13.2K	Buy	+32	New	+$12.8K	﹤0.01%	259
2022 Q3	$16K	Hold	44	–	–	0.01%	249
2022 Q2	$17K	Hold	44	–	–	0.01%	240
2022 Q1	$20K	Hold	44	–	–	0.01%	232
2021 Q4	$21K	Hold	44	–	–	0.01%	231
2021 Q3	$19K	Buy	+44	New	+$19.5K	0.01%	239

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Pacific Center for Financial Services's IVV Position: Q2 2024 in Review

Pacific Center for Financial Services sold out of iShares Core S&P 500 ETF (IVV) in Q2 2024, closing a stake of 32 shares — an estimated $16.8K sold.

Pacific Center for Financial Services first reported a position in IVV in Q3 2021 and held it in 10 quarters. The position peaked at $33.4K in Q2 2023. 3,116 funds tracked by Wall St. Rank hold IVV as of Q2 2024.

Pacific Center for Financial Services reported no remaining iShares Core S&P 500 ETF position as of Q2 2024 after selling out during the quarter.
Pacific Center for Financial Services sold 32 iShares Core S&P 500 ETF shares in Q2 2024, an estimated $16.8K.
Pacific Center for Financial Services first reported a position in iShares Core S&P 500 ETF in Q3 2021 and held it in 10 quarters.
Pacific Center for Financial Services's iShares Core S&P 500 ETF position peaked at $33.4K in Q2 2023.
3,116 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2024.

Based on Pacific Center for Financial Services's 13F filing for Q2 2024, filed 15 Aug 2024.