PSIWM
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Paradigm Strategies in Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Paradigm Strategies in 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
2021
Q3 		– Sell
-117
Closed -$50K – 129
2021
Q2 		$50K Hold
117
– – 0.05% 102
2021
Q1 		$47K Buy
+117
New +$45.3K 0.05% 101

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Paradigm Strategies in Wealth Management's IVV Position: Q3 2021 in Review

Paradigm Strategies in Wealth Management sold out of iShares Core S&P 500 ETF (IVV) in Q3 2021, closing a stake of 117 shares — an estimated $50K sold.

Paradigm Strategies in Wealth Management first reported a position in IVV in Q1 2021 and held it in 2 quarters. The position peaked at $50K in Q2 2021. 2,258 funds tracked by Wall St. Rank hold IVV as of Q3 2021.

  • Paradigm Strategies in Wealth Management reported no remaining iShares Core S&P 500 ETF position as of Q3 2021 after selling out during the quarter.
  • Paradigm Strategies in Wealth Management sold 117 iShares Core S&P 500 ETF shares in Q3 2021, an estimated $50K.
  • Paradigm Strategies in Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2021 and held it in 2 quarters.
  • Paradigm Strategies in Wealth Management's iShares Core S&P 500 ETF position peaked at $50K in Q2 2021.
  • 2,258 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2021.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.