Permit Capital Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Permit Capital Advisors’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 Q1	$12.3M	Buy	+27,441	New	+$12.3M	4.71%	5

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Permit Capital Advisors's IVV Position: Q1 2022 in Review

Permit Capital Advisors opened a new position in iShares Core S&P 500 ETF (IVV) in Q1 2022: 27,441 shares worth $12.3M. The stake represents 4.71% of the portfolio and ranks #5 among its holdings.

2,584 funds tracked by Wall St. Rank hold IVV as of Q1 2022.

Permit Capital Advisors held 27,441 shares of iShares Core S&P 500 ETF worth $12.3M as of Q1 2022.
iShares Core S&P 500 ETF was a new Permit Capital Advisors position in Q1 2022.
iShares Core S&P 500 ETF made up 4.71% of Permit Capital Advisors's portfolio in Q1 2022, its #5 holding.
2,584 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2022.

Based on Permit Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.