Pantheon Investment Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Pantheon Investment Group’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 Q4	$627K	Sell	1,313 -50	-4%	-$23K	0.49%	58
2021 Q3	$588K	Sell	1,363 -10	-0.7%	-$4.43K	0.5%	58
2021 Q2	$590K	Buy	1,373 +131	+11%	+$54.9K	0.49%	58
2021 Q1	$494K	Buy	1,242 +90	+8%	+$34.8K	0.47%	60
2020 Q4	$432K	Sell	1,152 -59	-5%	-$21K	0.47%	60
2020 Q3	$407K	Buy	1,211 +74	+7%	+$24.6K	0.48%	55
2020 Q2	$352K	Buy	+1,137	New	+$334K	0.44%	54
2020 Q1	–	Sell	-1,520	Closed	-$491K	–	65
2019 Q4	$491K	Buy	+1,520	New	+$470K	0.46%	55

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Pantheon Investment Group's IVV Position: Q4 2021 in Review

Pantheon Investment Group reduced its iShares Core S&P 500 ETF (IVV) stake by 3.7% in Q4 2021, selling an estimated $23K and leaving 1,313 shares worth $627K. The position accounts for 0.49% of the portfolio, ranked #58.

Pantheon Investment Group first reported a position in IVV in Q4 2019 and has held it in 8 quarters since. 2,612 funds tracked by Wall St. Rank hold IVV as of Q4 2021.

Pantheon Investment Group held 1,313 shares of iShares Core S&P 500 ETF worth $627K as of Q4 2021.
Pantheon Investment Group sold 50 iShares Core S&P 500 ETF shares in Q4 2021, an estimated $23K.
iShares Core S&P 500 ETF made up 0.49% of Pantheon Investment Group's portfolio in Q4 2021, its #58 holding.
Pantheon Investment Group first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 8 quarters since.
2,612 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2021.

Based on Pantheon Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.