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Pacific Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Pacific Wealth Management’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
2023
Q1 		– Sell
-4,208
Closed -$1.62M – 30
2022
Q4 		$1.62M Buy
+4,208
New +$1.62M 1.19% 18

Other funds holding IVV

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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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Pacific Wealth Management's IVV Position: Q1 2023 in Review

Pacific Wealth Management sold out of iShares Core S&P 500 ETF (IVV) in Q1 2023, closing a stake of 4,208 shares — an estimated $1.62M sold.

Pacific Wealth Management first reported a position in IVV in Q4 2022 and held it in 1 quarter. The position peaked at $1.62M in Q4 2022. 2,674 funds tracked by Wall St. Rank hold IVV as of Q1 2023.

  • Pacific Wealth Management reported no remaining iShares Core S&P 500 ETF position as of Q1 2023 after selling out during the quarter.
  • Pacific Wealth Management sold 4,208 iShares Core S&P 500 ETF shares in Q1 2023, an estimated $1.62M.
  • Pacific Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2022 and held it in 1 quarter.
  • Pacific Wealth Management's iShares Core S&P 500 ETF position peaked at $1.62M in Q4 2022.
  • 2,674 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2023.

Based on Pacific Wealth Management's 13F filing for Q1 2023, filed 10 Apr 2023.